45 Walker Street
Lenox, Massachusetts 01240
Tel: 413-445-2481
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153679 |
| SEC# | 801-71391 |
| Assets Managed by Firm | $558,248,495 |
| No. of Clients | 525 |
| No. of Advisors | 9 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 525 | $558,248,495 |
| Individuals (other than high net worth individuals) | 112 | $65,220,734 |
| High net worth individuals | 120 | $432,890,021 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,501,128 |
| Charitable organizations | 11 | $34,221,793 |
| Corporations or other businesses | Fewer than 5 clients | $2,154,383 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
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