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RACHOR INVESTMENT ADVISORY SERVICES, LLC

120 N. Bridge Street
Suite A
Linden, Michigan 48451
Tel: 810-732-7777

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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 StatusApproved
Firm CRD#105495
SEC#801-24721
Assets Managed by Firm$205,615,996
No. of Clients961
No. of Advisors16

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 ClientsAUM
Firm Total961$205,615,996
Individuals (other than high net worth individuals)358$59,148,936
High net worth individuals125$139,237,864
Charitable organizationsFewer than 5 clients$1,570,344
Corporations or other businessesFewer than 5 clients$5,658,852

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