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Rainsberger Wealth Advisors Inc
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CRD # | 108325 |
SEC # | 801-38096 |
CIK # | 0001912314 |
AUM | $355.7 MM (2024-03-13) |
Employees | 8 (50% Investors, 0% Brokers) |
Phone | 719-328-1944 |
Address | 980 Pico Point Colorado Springs, CO 80905 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 190 | 41.6 |
(b) Individuals (high net worth individuals) | 92 | 312.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 1 | 1.6 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 980 | 355.7 |
By Discretionary | ||
Discretionary | 923 | 333.0 |
Non-Discretionary | 57 | 22.7 |
Total | 980 | 355.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 355.7 | |
Total | 980 | 355.7 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001912314] |
Comparable Firms | State | AUM ($BB) |
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Granite Bay Wealth Management LLC
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|
NH | 0.4 |
Wood Tarver Financial Group LLC
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ID | 0.4 |
True North Retirement Advisors LLC
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OR | 0.4 |
Paradigm Wealth Advisory LLC
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NJ | 0.4 |
TrueWealth Advisors LLC
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AL | 0.4 |
Prime Quadrant US LLC
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|
0.4 | |
Union Square Investment Co
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|
CA | 0.4 |
Investors Asset Management of Georgia Inc
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|
GA | 0.4 |
SOWA Financial Group Inc
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|
RI | 0.4 |
Money Management Services Inc
✚
|
AL | 0.4 |