|
⚲
|
| RABE Investment Consulting Group
✚
| |
|---|---|
| CRD # | 316029 |
| SEC # | 801-122170 |
| CIK # | |
| AUM | $121.0 MM (2024-03-26) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 216-770-7300 |
| Address | 4199 Kinross Lakes Parkway Richfield, OH 44286 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 119 | 29.9 |
| (b) Individuals (high net worth individuals) | 25 | 66.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 8.7 |
| (i) State or municipal government entities | 0 | 0.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 3.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 386 | 109.4 |
| By Discretionary | ||
| Discretionary | 362 | 94.9 |
| Non-Discretionary | 24 | 14.4 |
| Total | 386 | 109.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.4 | |
| Total | 386 | 109.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Amphora Wealth Management LLC
✚
|
NC | 0.1 |
|
Fortify Wealth Inc
✚
|
MO | 0.1 |
|
Crossover Capital Brands LLC
✚
|
PA | 0.1 |
|
Hahn Financial Group Inc
✚
|
SD | 0.1 |
|
Odyssey Capital Advisors Inc
✚
|
PA | 0.1 |
|
TFS Advisors LLC
✚
|
WA | 0.1 |
|
Righthand Capital LLC
✚
|
MA | 0.1 |
|
Collie Financial Planning Inc
✚
|
NC | 0.1 |
|
Victory Asset Management Co Inc
✚
|
NJ | 0.1 |
|
Myles Wealth Management LLC
✚
|
NY | 0.1 |