Overview
Assets Under Management: $167 million
Headquarters: HONOLULU, HI
High-Net-Worth Clients: 30
Average Client Assets: $2.1 million
Frequently Asked Questions
GE RATTE ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #167162), GE RATTE ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
GE RATTE ASSET MANAGEMENT LLC is headquartered in HONOLULU, HI.
GE RATTE ASSET MANAGEMENT LLC serves 30 high-net-worth clients according to their SEC filing dated February 14, 2018. View client details ↓
According to their SEC Form ADV, GE RATTE ASSET MANAGEMENT LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GE RATTE ASSET MANAGEMENT LLC manages $167 million in client assets according to their SEC filing dated February 14, 2018.
According to their SEC Form ADV, GE RATTE ASSET MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.02%
Average Client Assets: $2.1 million
Total Client Accounts: 31
Discretionary Accounts: 30
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 167162
Filing ID: 1172761
Last Filing Date: 2018-02-14 13:52:00