Ronald R Geiger LLC

RIASEC Registered
Total AUM
$31.3M
Discretionary
$0
0% of AUM
Avg account
$377K
Accounts
83
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Non-Exchange Traded Equities 5%, Cash & Cash Equivalents 4%94%
  • Exchange Traded Equities94%
  • Non-Exchange Traded Equities5%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • Paige Grace

    Paige Grace

    CEO & Managing MemberCRD 7490428

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth