RONALD J. RICH FINANCIAL ADVISING
Firm details
- Headquarters
- ,
- CRD number
- 132696
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.15%
- Individuals42.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Ronald J. Rich Financial Advising is an independent, individual-owned registered investment advisory operating as a limited liability company. The firm serves primarily individual and family clients and provides fee-based planning and investment services. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is flexible and includes a percentage-of-assets model alongside hourly and fixed-fee arrangements. The firm is not positioned as a capital allocator or multi-state adviser and does not identify as an active ESG investor. It is organized to deliver one-on-one wealth management rather than institutional or large-scale advisory mandates.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds40%
- Exchange Traded Equities20%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents20%
Contacts
1 of 1RONALD RICH
Managing MemberCRD 4851938
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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