RHOTOPIA FINANCIAL ADVISORS
Firm details
- Headquarters
- MILTON, Massachusetts
- CRD number
- 330618
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI95.44%
- Individuals4.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Rhotopia Financial Advisors operates as an independent registered investment advisor structured as a limited liability company. The firm caters to both individual and institutional clients, providing a range of financial planning and portfolio management services. Rhotopia Financial Advisors is also engaged in insurance brokerage activities. The firm does not focus on ESG investing and does not serve as a capital allocator. Its fee structure is diverse, incorporating a percentage of assets under management, hourly charges, fixed fees, and commissions.
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
- Private Funds100%
Owners & executives
1 of 1NORA RHO
CEO & Managing PartnerCRD 6074084
Contacts
1 of 1Rolf Rho
PresidentCRD 7919672
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MILTON, MA
NORFOLK
Location
MILTON, MA
Headquartered in MILTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- NORFOLK
- Address
- 2 Granite Ave
- Time zone
- ET (UTC-5)
- Office locations
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