|
⚲
|
| Rainey & Randall Investment Management Inc
✚
|
|
|---|---|
| CRD # | 116251 |
| SEC # | 801-63498 |
| CIK # | 0001728355 |
| AUM | $761.8 MM (2024-03-12) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 727-344-7711 |
| Address | 610 Sycamore Street Celebration, FL 34747 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| OHI | 6,856.6 | 5.9 | |
| MCD | 179,584.2 | 4.2 | |
| AAPL | 2,382,844.0 | 3.3 | |
| WELL | 37,624.8 | 3.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 255 | 106.5 |
| (b) Individuals (high net worth individuals) | 85 | 655.3 |
| (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 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 808 | 761.8 |
| By Discretionary | ||
| Discretionary | 808 | 761.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 808 | 761.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 761.5 | |
| Total | 808 | 761.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001728355] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Strategic Investment Solutions Inc
✚
|
IL | 0.8 |
|
The H Group Inc
✚
|
OR | 0.8 |
|
Giraffes Inc
✚
|
MS | 0.8 |
|
The Pacific Center for Financial Services
✚
|
CA | 0.8 |
|
Altiora Financial Group LLC
✚
|
OH | 0.8 |
|
Tobias Financial Advisors Inc
✚
|
FL | 0.8 |
|
William Mack & Associates Inc
✚
|
MI | 0.8 |
|
FSM Wealth Advisors LLC
✚
|
OH | 0.8 |
|
Snowwater Investment Partners LLC
✚
|
CT | 0.8 |
|
Talbot Financial LLC
✚
|
WA | 0.7 |