RIVER RAISIN INVESTMENT PARTNERS, INC.

RIASEC Registered
Total AUM
$164M
Discretionary
$164M
100% of AUM
Avg account
$189K
Accounts
867
Employees
4
Advisory reps
2

Firm details

Headquarters
MONROE, Michigan
CRD number
298014
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals59.69%
  • HNWI40.31%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

River Raisin Investment Partners, Inc. is an independent registered investment adviser focused on serving individual and family clients and small-business owners. The firm charges fees based on a percentage of assets under management and provides financial planning and discretionary portfolio management. Investment activity is centered on public equities—chiefly exchange-traded instruments—supported by mutual funds and annuities where appropriate. The firm does not identify as an active ESG investor and operates with a largely equity-first preference, complemented by allocations to real estate as an alternative exposure. River Raisin structures portfolios primarily through separately managed account (SMA) strategies and custodial relationships that enable direct equity ownership and ETF sleeve strategies. The adviser’s practice emphasizes direct market exposure and liquid vehicles for core allocations while using external managers for real estate exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 52%, Private Funds 38%, Public Funds/Mutual Funds 6%, US Government Bonds 5%, Cash & Cash Equivalents 3%, Other 1%52%
  • Exchange Traded Equities52%
  • Private Funds38%
  • Public Funds/Mutual Funds6%
  • US Government Bonds5%
  • Cash & Cash Equivalents3%

Contacts

2 of 2
  • SCOTT BURNS

    PresidentCRD 5140649

  • ADAM MCLAUGHLIN

    Co-FounderCRD 5234319

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MONROE, MI

MONROE

Location

MONROE, MI

Headquartered in MONROE, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
MONROE
Address
230 W Front St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth