RAIDER DENNIS AGENCY
Firm details
- Headquarters
- FARMINGTON, Michigan
- CRD number
- 314415
- Website
- raiderdennis.com
- 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
FINTRXOverview
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
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 Equities61%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents7%
- Private Funds1%
Contacts
3 of 3PETER MENDLER
Vice PresidentCRD 1505231
STUART RAIDER
PresidentCRD 1439203
Joshua Raider
Insurance ProfessionalCRD 7098892
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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