Rise Financial Services, LLC

Overview

Rise Financial Services, LLC is registered as a limited liability company and has been SEC-registered since 2008. FINTRX classifies the firm as unclassified and lists the owner type as a combination of a domestic entity and an individual. The firm's profile indicates it is not a capital allocator and is not flagged as an active ESG investor. Additional service-level fields such as client base, fee structure, business activities, and advisory activities were not provided in the source record. FINTRX also records a set of status flags: the adviser is not marked as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm supplied little descriptive material about its investment approach or client-facing services in the data provided.

Assets & Accounts

Location & Offices