Overview
Assets Under Management: $307 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 109
Average Client Assets: $3 million
Frequently Asked Questions
RINKEY INVESTMENTS 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 #149576), RINKEY INVESTMENTS is subject to fiduciary duty under federal law.
RINKEY INVESTMENTS is headquartered in SAN DIEGO, CA.
RINKEY INVESTMENTS serves 109 high-net-worth clients according to their SEC filing dated March 23, 2024. View client details ↓
According to their SEC Form ADV, RINKEY INVESTMENTS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
RINKEY INVESTMENTS manages $307 million in client assets according to their SEC filing dated March 23, 2024.
According to their SEC Form ADV, RINKEY INVESTMENTS 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: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.40
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 970
Discretionary Accounts: 910
Non-Discretionary Accounts: 60
Regulatory Filings
CRD Number: 149576
Last Filing Date: 2024-03-23 00:00:00
Website: https://illuminationwealth.com