Rinzler Capital LLC

RIASEC Registered
Total AUM
$3.2M
Discretionary
$3.2M
100% of AUM
Avg account
$72.7K
Accounts
44
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
317622
Fee structure
Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Rinzler Capital LLC is an independent, owner-operated registered investment adviser organized as a limited liability company. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. Its client-facing fee approach relies on hourly and fixed-fee engagements rather than asset-based or performance fees. The adviser is not positioned as a capital allocator, does not report active ESG investing, and is not registered as a multi-state or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 85%, Cash & Cash Equivalents 10%, Public Funds/Mutual Funds 5%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents10%
  • Public Funds/Mutual Funds5%

Contacts

1 of 1
  • Joseph Abboud

    FounderCRD 6083026

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth