Overview
Assets Under Management: $2.0 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 128
Average Client Assets: $12.5 million
Frequently Asked Questions
RINET COMPANY, LLC 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 #106979), RINET COMPANY, LLC is subject to fiduciary duty under federal law.
RINET COMPANY, LLC is headquartered in BOSTON, MA.
RINET COMPANY, LLC serves 128 high-net-worth clients according to their SEC filing dated July 02, 2018. View client details ↓
According to their SEC Form ADV, RINET COMPANY, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
RINET COMPANY, LLC manages $2.0 billion in client assets according to their SEC filing dated July 02, 2018.
According to their SEC Form ADV, RINET COMPANY, LLC 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: 128
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.00%
Average Client Assets: $12.5 million
Total Client Accounts: 1,422
Discretionary Accounts: 1,392
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 106979
Filing ID: 1227393
Last Filing Date: 2018-07-02 14:48:00