Raider Dennis Agency

RIAState Registered
Total AUM
$50.2M
Discretionary
$0
0% of AUM
Avg account
$159K
Accounts
315
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
  • Individuals82.15%
  • HNWI17.85%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Raider Dennis Agency is an independent, individual‑owned registered investment adviser that serves primarily individual and family clients. The firm charges fees based on assets under management and lists portfolio management for individuals/small businesses and the selection of other advisers among its advisory services. It also operates as an insurance broker—reflecting a hybrid advisory/insurance distribution practice—and is identified as a capital allocator, indicating it places client capital with external managers in addition to managing in‑house holdings. FINTRX flags the firm as not actively using ESG criteria and not registered as a multi‑state adviser.

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 62%, Public Funds/Mutual Funds 28%, Cash & Cash Equivalents 8%, Non-Exchange Traded Equities 1%, Private Funds 1%62%
  • Exchange Traded Equities62%
  • Public Funds/Mutual Funds28%
  • Cash & Cash Equivalents8%
  • Non-Exchange Traded Equities1%
  • Private Funds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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