RIVER RAISIN INVESTMENT PARTNERS, INC.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Private Funds38%
- Public Funds/Mutual Funds6%
- US Government Bonds5%
- Cash & Cash Equivalents3%
Contacts
2 of 2SCOTT BURNS
PresidentCRD 5140649
ADAM MCLAUGHLIN
Co-FounderCRD 5234319
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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