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- Custodian
- Fidelity/NFS ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Element horizonRidge
- Established Date
- 07-01-2021
- Office Locations
- 1
Office Locations
About Raider Dennis Agency
Raider Dennis Agency is a Michigan-based retail advisory firm focused on retirement planning, using educational workshops and events to engage pre-retirees and retirees. The team provides financial planning, portfolio construction/asset management, and insurance, with tax, estate/legacy, and charitable planning support. Portfolios emphasize ETFs and mutual funds with asset-allocation and tax-efficient strategies; custody includes Fidelity/NFS.
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Investment Themes
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Platform
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Owner & Executives
PETER MARTIN MENDLER
Vice President
- CRD
- #1505231
- Ownership
- 50% but less than 75%
STUART ERIC RAIDER
President
- CRD
- #1439203
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Joshua Blake Raider
Owner
- CRD
- #7098892
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $55,331,436 | -- |
| Total | $55,331,436 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,331,436
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $290,118,519 | 19.2% |
| Public Funds | $460,865,356 | 30.5% |
| Cash | $343,004,708 | 22.7% |
| Private Funds | $417,045,371 | 27.6% |
| Total | $1,511,033,954 | 100.0% |