Rabbanian Financial Planning, Inc.

RIASEC Registered
Total AUM
$60.7M
Discretionary
$60.7M
100% of AUM
Avg account
$436K
Accounts
139
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
114395
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI93.79%
  • Individuals6.21%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Rabbanian Financial Planning, Inc. operates as an independent registered investment advisor, focusing primarily on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a corporation and is owned by an individual. It does not engage in capital allocation or serve as a pension consultant. Rabbanian Financial Planning emphasizes a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, catering to a client base made up of individuals and families.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 96%, Exchange Traded Equities 2%, Cash & Cash Equivalents 2%96%
  • Public Funds/Mutual Funds96%
  • Exchange Traded Equities2%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • Eric Rabbanian

    Eric Rabbanian

    Partner, Senior Financial AdvisorCRD 4444770

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth