Render Financial, LLC
RIAState Registered
Total AUM
$1.6M
Discretionary
$588K
37% of AUM
Avg account
$83.7K
Accounts
19
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 335983
- Website
- www.renderfp.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, THE VANGUARD GROUP, INC., STIFEL NICOLAUS & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Render Financial, LLC is an individually owned limited liability company that combines accounting services with financial planning and portfolio management for individuals and small businesses. The firm bills clients through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. It does not position itself as a capital allocator or an ESG-focused manager, and its registrations indicate it operates on a single-state basis rather than as 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 Funds52%
- Exchange Traded Equities38%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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