Overview
Assets Under Management: $356 million
Headquarters: COLORADO SPRINGS, CO
High-Net-Worth Clients: 92
Average Client Assets: $3.4 million
Frequently Asked Questions
RAINSBERGER WEALTH ADVISORS 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 #108325), RAINSBERGER WEALTH ADVISORS is subject to fiduciary duty under federal law.
RAINSBERGER WEALTH ADVISORS is headquartered in COLORADO SPRINGS, CO.
RAINSBERGER WEALTH ADVISORS serves 92 high-net-worth clients according to their SEC filing dated March 13, 2024. View client details ↓
According to their SEC Form ADV, RAINSBERGER WEALTH ADVISORS offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
RAINSBERGER WEALTH ADVISORS manages $356 million in client assets according to their SEC filing dated March 13, 2024.
According to their SEC Form ADV, RAINSBERGER WEALTH ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.86%
Average Client Assets: $3.4 million
Total Client Accounts: 980
Discretionary Accounts: 923
Non-Discretionary Accounts: 57
Regulatory Filings
CRD Number: 108325
Filing ID: 1830961
Last Filing Date: 2024-03-13 16:35:00