Overview
Assets Under Management: $130 million
Headquarters: RICHFIELD, OH
High-Net-Worth Clients: 29
Average Client Assets: $2.9 million
Frequently Asked Questions
RABE INVESTMENT CONSULTING GROUP 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 #316029), RABE INVESTMENT CONSULTING GROUP is subject to fiduciary duty under federal law.
RABE INVESTMENT CONSULTING GROUP is headquartered in RICHFIELD, OH.
RABE INVESTMENT CONSULTING GROUP serves 29 high-net-worth clients according to their SEC filing dated April 08, 2025. View client details ↓
According to their SEC Form ADV, RABE INVESTMENT CONSULTING GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
RABE INVESTMENT CONSULTING GROUP manages $130 million in client assets according to their SEC filing dated April 08, 2025.
According to their SEC Form ADV, RABE INVESTMENT CONSULTING GROUP serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.96%
Average Client Assets: $2.9 million
Total Client Accounts: 420
Discretionary Accounts: 350
Non-Discretionary Accounts: 70
Regulatory Filings
CRD Number: 316029
Filing ID: 1958868
Last Filing Date: 2025-04-08 14:33:00