RSI Advisors
Firm details
- Headquarters
- ,
- CRD number
- 283721
- Website
- rsiadvisors.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- Individuals60.24%
- HNWI39.76%
- Services
- Financial PlanningPortfolio Management for IndividualsMarket Timing ServicesEducational Seminars / Workshops
Firm profile
FINTRXOverview
RSI Advisors is an independent, individual-owned registered investment adviser that focuses on serving individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, and supplements advisory work with market timing services and educational seminars/workshops. Its compensation model is flexible, including percentage-of-AUM fees as well as hourly, fixed-fee, and performance-based arrangements. The firm is not positioned as a multi-state adviser or a capital allocator, and it does not identify as an active ESG investor. Services appear oriented toward direct client relationships rather than institutional or pension consulting mandates.
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 Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Christopher Rockwell
Financial AdvisorCRD 6638543
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations