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RENAISSANCE INVESTMENT GROUP, LLC

45 Walker Street
Lenox, Massachusetts 01240
Tel: 413-445-2481

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About RENAISSANCE INVESTMENT GROUP, LLC

RENAISSANCE INVESTMENT GROUP, LLC, formally registered with the SEC as RENAISSANCE INVESTMENT GROUP, LLC. The firm was established in 04/26/2010. They have over 1 offices throughout the country.

RENAISSANCE INVESTMENT GROUP, LLC is a Lenox, Massachusetts based Financial Planning firm with nearly $558,248,495 assets under management, offering retirement planning & investment advisory services to 525 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#153679
SEC#801-71391
Assets Managed by Firm$558,248,495
No. of Clients525
No. of Advisors9

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total525$558,248,495
Individuals (other than high net worth individuals)112$65,220,734
High net worth individuals120$432,890,021
Pension and profit sharing plansFewer than 5 clients$2,501,128
Charitable organizations11$34,221,793
Corporations or other businessesFewer than 5 clients$2,154,383

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