$35.6M Total AUM
$35.6M Disc. AUM
-- 3Y CAGR
4 Employees
82 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-24-2022
- Office Locations
- 1
Office Locations
5930 Main Street Suite 400 Williamsville NY
About Rabenold Advisors, Inc.
Rabenold Advisors, Inc. is a Williamsville-based RIA. The firm has been operating for 4 years. Managing $35.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$35.6M AVG AUM / ADVISOR
$433.6K AVG AUM / CLIENT
0.4 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Optima catalyst Pioneer
Investment Themes
Element vector Catalyst Meridian horizon
Investment Vehicles
Optima value Eagle unison
Services
Momentum signal Beacon Focus Summit frontier
Owner & Executives
DIRK DAVID RABENOLD
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1407291
- Ownership
- 75% or more
(490) 842-6009
pioneer.insight@ridgecapital.com
in linkedin.com/in/unison-frontier
Showing 1 of 1 owners & executives
Unlock allContacts
J
Jacqueline A Tedesco
--
- CRD
- #2975454
(388) 347-5615
bridge.alpha@vitalcapital.com
in linkedin.com/in/capital-pioneer
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,557,038 | $303,906 |
| Non-Discretionary | $0 | -- |
| Total | $35,557,038 | $303,906 |
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Separately Managed Accounts
Total SMA Asset: $35,557,038
Equity - Exchange:
23.2% Corporate - Investment Grade:
24.8% Cash:
24.7% U.S. Government/Agency:
16.6% Derivatives:
10.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,295,954,375 | 23.2% |
| Corporate - Investment Grade | $1,385,330,538 | 24.8% |
| Cash | $1,379,744,528 | 24.7% |
| U.S. Government/Agency | $927,277,699 | 16.6% |
| Derivatives | $597,703,095 | 10.7% |
| Total | $5,586,010,235 | 100.0% |