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RACHOR INVESTMENT ADVISORY SERVICES, LLC
120 N. Bridge Street
Suite A
Linden, Michigan 48451
Tel: 810-732-7777
About RACHOR INVESTMENT ADVISORY SERVICES, LLC
RACHOR INVESTMENT ADVISORY SERVICES, LLC, formally registered with the SEC as RACHOR INVESTMENT ADVISORY SERVICES, LLC. The firm was established in 07/08/1985. They have over 1 offices throughout the country.
RACHOR INVESTMENT ADVISORY SERVICES, LLC is a Linden, Michigan based Financial Planning firm with nearly $205,615,996 assets under management, offering retirement planning & investment advisory services to 961 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105495 |
| SEC# | 801-24721 |
| Assets Managed by Firm | $205,615,996 |
| No. of Clients | 961 |
| No. of Advisors | 16 |
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
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 961 | $205,615,996 |
| Individuals (other than high net worth individuals) | 358 | $59,148,936 |
| High net worth individuals | 125 | $139,237,864 |
| Charitable organizations | Fewer than 5 clients | $1,570,344 |
| Corporations or other businesses | Fewer than 5 clients | $5,658,852 |
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|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
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