$4.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2016
- Office Locations
- 1
Office Locations
-- Wall NJ
About Rack Consulting LLC
Rak Consulting provides customized business consulting for small landscape companies (typically $1M in annual sales or less), helping owners improve operations, management, marketing, sales, and financial planning to free up time and grow profitably. Led by brothers Steve and Jeff Rak, owner-operators with 40+ years in the landscape industry and experience in the Northeast Ohio market.
Team overview
-- AVG AGE
$4.7M AVG AUM / ADVISOR
$776.0K AVG AUM / CLIENT
10.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Signal
Client Personas
Value insight
Custodian
Fusion oak
Investment Themes
Radial
Investment Vehicles
Summit ridge
Services
Frontier alpha Summit prime Peak
Owner & Executives
R
Robert Nicholas Amabile
Portfolio Manager, President
- CRD
- #6591676
- Ownership
- 75% or more
(305) 589-9139
insight.meridian@crestcapital.com
in linkedin.com/in/vector-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,656,091 | -- |
| Total | $4,656,091 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,656,091
Equity - Exchange:
32.3% Public Funds:
51.1% Cash:
16.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,022,683,034 | 32.3% |
| Public Funds | $3,199,972,231 | 51.1% |
| Cash | $1,039,521,312 | 16.6% |
| Total | $6,262,176,577 | 100.0% |