Frank, Rimerman Advisors LLC
Firm details
- Headquarters
- Palo Alto, California
- CRD number
- 124147
- Registered since
- July 1, 2003
- Website
- www.frankrimerman.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI99.77%
- Charitable Organizations0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Frank, Rimerman Advisors LLC is an independent, SEC-registered registered investment adviser organized as an LLC and in business since 2003. The firm serves individual and family clients and positions itself as a capital allocator that provides financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Its fee arrangements include a percentage-of-AUM component as well as hourly and fixed-fee options. Frank, Rimerman reports an affiliation with accounting services, which suggests an integrated or tax-aware planning approach to client engagements. The firm does not identify as an active ESG investor and is not described as a multi-state adviser. In 2020 it was named one of the “Top RIA Firms to Watch” by investor.com.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Public Funds/Mutual Funds23%
- State & Local Bonds19%
- Cash & Cash Equivalents5%
- Other5%
Contacts
3 of 5
Patrick Sullivan
Partner, Investment AdvisorCRD 2518382
Adam Gensler
Tax PartnerCRD 2453567
Dahlia Black
Senior PrincipalCRD 3026273
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$393M in ETFs
99%
$391M
1%
$2.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $108M | 146,624 | 27.45% |
Location
Palo Alto, CA
Santa Clara
Location
Palo Alto, CA
Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 1801 Page Mill Rd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Merk Investments LLC
RIAPalo Alto, CA
Allocate Management Company, LLC
RIAPalo Alto, CA
Sylebra Capital LLC
RIAPalo Alto, CA
Electric Capital Partners, LLC
RIAPalo Alto, CA
Altamont Capital Partners
RIAPalo Alto, CA
Sand Hill Global Advisors, LLC
RIAPalo Alto, CA