RAIDER DENNIS AGENCY

RIASEC Registered
Total AUM
$55.3M
Discretionary
$0
0% of AUM
Avg account
$164K
Accounts
338
Employees
3
Advisory reps
3

Firm details

Headquarters
FARMINGTON, Michigan
CRD number
314415
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • Individuals69.73%
  • HNWI30.27%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Raider Dennis Agency operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm is classified as a capital allocator and engages in the selection of other advisers, reflecting a multi-faceted approach to wealth management. While the firm does not actively participate in ESG investing, it does have a diverse client base, primarily consisting of individuals and families. The fee structure is based on a percentage of assets under management, aligning the firm's interests with those of its clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 61%, Public Funds/Mutual Funds 31%, Cash & Cash Equivalents 7%, Private Funds 1%61%
  • Exchange Traded Equities61%
  • Public Funds/Mutual Funds31%
  • Cash & Cash Equivalents7%
  • Private Funds1%

Contacts

3 of 3
  • PETER MENDLER

    Vice PresidentCRD 1505231

  • STUART RAIDER

    PresidentCRD 1439203

  • Joshua Raider

    Insurance ProfessionalCRD 7098892

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

FINTRX

Location

Primary office

FARMINGTON, MI

OAKLAND

Location

FARMINGTON, MI

Headquartered in FARMINGTON, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
OAKLAND
Address
32770 Grand River Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth