RABE INVESTMENT CONSULTING GROUP

4199 Kinross Lakes Parkway
Suite 210
Richfield, Ohio 44286
Tel: 2167707300

About RABE INVESTMENT CONSULTING GROUP

RABE INVESTMENT CONSULTING GROUP, formally registered with the SEC as RABE INVESTMENT CONSULTING GROUP. The firm was established in 08/30/2021. They have over 1 offices throughout the country.

RABE INVESTMENT CONSULTING GROUP is a Richfield, Ohio based Financial Planning firm with nearly $120,958,069 assets under management, offering retirement planning & investment advisory services to 425 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316029
SEC#	801-122170
Assets Managed by Firm	$120,958,069
No. of Clients	425
No. of Advisors	3

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
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	425	$120,958,069
Individuals (other than high net worth individuals)	109	$26,278,387
High net worth individuals	29	$79,589,895
Charitable organizations	Fewer than 5 clients	$9,394,638
Corporations or other businesses	Fewer than 5 clients	$2,316,517

More Retirement Planning firms in Richfield, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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