Overview
Assets Under Management: $379 million
Headquarters: LAKE OSWEGO, OR
High-Net-Worth Clients: 173
Average Client Assets: $2.1 million
Frequently Asked Questions
RAIN CAPITAL MANAGEMENT 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 #158996), RAIN CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
RAIN CAPITAL MANAGEMENT is headquartered in LAKE OSWEGO, OR.
RAIN CAPITAL MANAGEMENT serves 173 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, RAIN CAPITAL MANAGEMENT offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
RAIN CAPITAL MANAGEMENT manages $379 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, RAIN CAPITAL MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 173
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.51%
Average Client Assets: $2.1 million
Total Client Accounts: 681
Discretionary Accounts: 681
Regulatory Filings
CRD Number: 158996
Filing ID: 1820538
Last Filing Date: 2024-03-28 14:46:00