River Raisin Investment Partners, Inc.

RIASEC Registered
Total AUM
$164M
Discretionary
$164M
100% of AUM
Avg account
$189K
Accounts
867
Employees
4
Advisory reps
3

Firm details

Headquarters
Monroe, Michigan
CRD number
298014
Website
rrinvp.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals59.69%
  • HNWI40.31%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

River Raisin Investment Partners, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individual and family clients and charges fees based on a percentage of assets under management. Its stated advisory services focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm does not position itself as a capital allocator, it does not report being an active ESG investor, and it does not advertise pension consulting or related-adviser activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 52%, Private Funds 38%, Public Funds/Mutual Funds 6%, US Government Bonds 5%, Cash & Cash Equivalents 3%, Other 1%52%
  • Exchange Traded Equities52%
  • Private Funds38%
  • Public Funds/Mutual Funds6%
  • US Government Bonds5%
  • Cash & Cash Equivalents3%

Contacts

3 of 3
  • Camden Riegel

    Camden Riegel

    Planning AssociateCRD 8282259

  • Scott Burns

    Scott Burns

    PresidentCRD 5140649

  • Adam Mclaughlin

    Adam Mclaughlin

    Co-FounderCRD 5234319

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Monroe, MI

Monroe

Location

Monroe, MI

Headquartered in Monroe, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Monroe
Address
230 W Front St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth