Rimac
RIAState Registered
Total AUM
$21.7M
Discretionary
$19.8M
91% of AUM
Avg account
$290K
Accounts
75
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 329760
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals52.57%
- HNWI47.43%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rimac is an independent Registered Investment Adviser organized as a limited liability company and owned by an individual principal. The firm targets individuals and families and provides financial planning and portfolio management services for individuals and small businesses. Its billing model is flexible, using a combination of percentage-of-AUM, hourly charges, and fixed fees. Rimac does not identify as an active ESG investor and is not set up as a capital allocator.
Assets & Accounts
Investments & Alternatives
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 Funds65%
- Exchange Traded Equities18%
- Investment Grade Corp Bonds6%
- US Government Bonds4%
- Non-Investment Grade Corp Bonds4%
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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