Rachor Investment Advisory Services, LLC is a large advisory firm based in Flint. It manages $140 million of regulatory assets for 1,068 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arizona, California, Florida, and 5 other states.
Rachor Investment Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and estate planning, administrative services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rachor Investment Advisory Services, LLC is $140 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Rachor Investment Advisory Services, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Rachor Investment Advisory Services is high net worth individuals with 131 clients and $94.68 million of assets under management. Among the 7 most similar advisory firms, Rachor Investment Advisory Services has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $135.79 million for 438 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Rachor Investment Advisory Services doesn't advise any private funds.
The company employs 14 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Rachor Investment Advisory Services, LLC performs its advisory services is located at 2357 Stone Bridge Drive, Flint, MI 48532 The mailing address of the firm is P. O. Box 320100, Flint, MI 48532. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 810 732-7777 or by fax 810-732-7757. The normal business hours are 8:00 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at rias.net.