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- Custodian
- Charles Schwab & Company · Principal · T. Rowe Price
- Clients
- Retail
- Platforms
- Beacon summitCrest
- Established Date
- 10-23-2017
- Office Locations
- 1
Office Locations
About Autumn Financial Advisors, LLC
Autumn Financial Advisors is a fee-only, fiduciary RIA providing financial planning and investment management. The firm serves individuals navigating major life changes and retirement (pre- and post-retirement), including portfolio management for retirement income. Based in Southeast Michigan with virtual and evening meeting options. Led by principals Brittany Ringo (CFP) and Erik Ringo (CFA); custodied at Schwab.
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Owner & Executives
BRITTANY LYNN RINGO
Chief Compliance Officer, Financial Advisor, PRINCIPAL
- CRD
- #6389435
- Ownership
- 50% but less than 75%
ERIK KRISTOPHER RINGO
PORTFOLIO MANAGER, PRINCIPAL
- CRD
- #6847992
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,335,443 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,335,443 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,335,443
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $606,776,363 | 14.5% |
| Equity - Exchange | $2,481,506,092 | 59.3% |
| Cash | $1,096,382,119 | 26.2% |
| Total | $4,184,664,574 | 100.0% |