Ronald R Geiger LLC
Firm details
- Headquarters
- ,
- CRD number
- 153622
- Website
- rrgllc.pro
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Ronald R Geiger LLC is a small, independent registered investment adviser that serves individual and family clients with a clear tilt toward public equities. The firm’s advisory services center on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee structures, which supports both ongoing portfolio management and project-based planning work. Filings show the firm operates in a largely non-discretionary capacity, meaning investment decisions frequently require client approval rather than being executed at the adviser’s sole discretion. Ronald R Geiger LLC is not an active ESG investor and does not report multi-state adviser status or pension consulting activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities94%
- Non-Exchange Traded Equities5%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Paige Grace
CEO & Managing MemberCRD 7490428
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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