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RAIN CAPITAL MANAGEMENT
525 3rd Street
Suite 224
Lake Oswego, Oregon 97034
Tel: 503-822-1700
About RAIN CAPITAL MANAGEMENT
RAIN CAPITAL MANAGEMENT, formally registered with the SEC as RAIN CAPITAL MANAGEMENT. The firm was established in 10/19/2011. They have over 1 offices throughout the country.
RAIN CAPITAL MANAGEMENT is a Lake Oswego, Oregon based Financial Planning firm with nearly $376,000,000 assets under management, offering retirement planning & investment advisory services to 714 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 158996 |
| SEC# | 801-72744 |
| Assets Managed by Firm | $376,000,000 |
| No. of Clients | 714 |
| No. of Advisors | 6 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 714 | $376,000,000 |
| Individuals (other than high net worth individuals) | 20 | $5,000,000 |
| High net worth individuals | 163 | $351,000,000 |
| Pension and profit sharing plans | $4,000,000 | |
| Charitable organizations | Fewer than 5 clients | $13,000,000 |
| Corporations or other businesses | Fewer than 5 clients | $3,000,000 |
More Retirement Planning firms in Lake Oswego, Oregon:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $16,725,387,863 | 63 | 8 | |
| $16,214,303,154 | 116850 | 82 | |
| $13,067,305,312 | 425 | 37 | |
| $7,145,593,038 | 3808 | 55 | |
| $5,476,500,419 | 995 | 17 |
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