Overview
Assets Under Management: $116 million
Headquarters: NATICK, MA
High-Net-Worth Clients: 53
Average Client Assets: $1.1 million
Frequently Asked Questions
RHEECO, INC. 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 #301106), RHEECO, INC. is subject to fiduciary duty under federal law.
RHEECO, INC. is headquartered in NATICK, MA.
RHEECO, INC. serves 53 high-net-worth clients according to their SEC filing dated August 12, 2025. View client details ↓
According to their SEC Form ADV, RHEECO, INC. offers financial planning and portfolio management for individuals. View all service details ↓
RHEECO, INC. manages $116 million in client assets according to their SEC filing dated August 12, 2025.
According to their SEC Form ADV, RHEECO, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.37%
Average Client Assets: $1.1 million
Total Client Accounts: 468
Discretionary Accounts: 468
Regulatory Filings
CRD Number: 301106
Filing ID: 2009265
Last Filing Date: 2025-08-12 17:27:00