Rachor Investment Advisory Services, LLC
Firm details
- Headquarters
- Linden, Michigan
- CRD number
- 105495
- Registered since
- July 8, 1985
- Website
- www.rias.net
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI64.83%
- Individuals31.53%
- Corporations / Businesses2.92%
- Charitable Organizations0.71%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Rachor Investment Advisory Services, LLC is an independent RIA formed as an LLC and SEC-registered since 1985. The firm serves individual and family clients on a percentage-of-AUM fee model and functions as a capital allocator, using third-party managers where appropriate. Its registered business activities include accounting and a mix of advisory services: financial planning, portfolio management for individuals/small businesses and for businesses/institutions, pension consulting, and selection of other advisers. The firm is not identified as an active ESG investor and filings indicate it is not a multi-state adviser.
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
- Public Funds/Mutual Funds94%
- Cash & Cash Equivalents6%
Contacts
3 of 4Tod Fisher
AdvisorCRD 5718017
Patricia Walton
Financial AdvisorCRD 6708659
Bethany Yerk
AdvisorCRD 8167427
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$189M in ETFs
1%
$946K
100%
$188M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD) | Dimensional | Active | Short Term Bond | $72.5M | 1,519,287 | 38.36% |
Location
Linden, MI
Genesee
Location
Linden, MI
Headquartered in Linden, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Genesee
- Address
- 120 N Bridge St
- Time zone
- ET (UTC-5)
- Office locations
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