RAYNMAKER FINANCIAL

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

Firm details

Headquarters
Los Angeles, California
CRD number
336729
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial Planning

Firm profile

FINTRX

Overview

Raynmaker Financial is organized as a partnership with individual ownership and presents itself primarily as a financial planning advisory practice. The firm reports fee arrangements that include hourly billing, fixed fees, and unspecified "other" fee structures rather than asset-based investment management fees. Regulatory and classification detail in the source is limited: the firm is listed as unclassified and the year of SEC registration is not provided. Raynmaker Financial does not identify as an active ESG investor, is not flagged as a multi-state adviser, and is not identified as a pension consultant or a related adviser to another firm. Services documented in the source are focused on financial planning services rather than discretionary portfolio management or capital allocation; the firm is also noted as not operating as a capital allocator.

Assets & Accounts

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

Contacts

2 of 2
  • Atiai Carter

    CRD 8104211

  • LOUIS CARTER

    Founder and CCOCRD 4370694

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
651 N Sepulveda Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth