Overview
Assets Under Management: $151 million
Headquarters: RIDGELAND, MS
High-Net-Worth Clients: 25
Average Client Assets: $3.1 million
Frequently Asked Questions
RENAISSANCE 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 #175254), RENAISSANCE ADVISORS is subject to fiduciary duty under federal law.
RENAISSANCE ADVISORS is headquartered in RIDGELAND, MS.
RENAISSANCE ADVISORS serves 25 high-net-worth clients according to their SEC filing dated March 02, 2026. View client details ↓
According to their SEC Form ADV, RENAISSANCE ADVISORS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
RENAISSANCE ADVISORS manages $151 million in client assets according to their SEC filing dated March 02, 2026.
According to their SEC Form ADV, RENAISSANCE ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.22%
Average Client Assets: $3.1 million
Total Client Accounts: 334
Discretionary Accounts: 330
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 175254
Filing ID: 2055706
Last Filing Date: 2026-03-02 10:17:33