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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-09-2024
- Office Locations
- 1
Office Locations
About Rain DOG Financial
Rain Dog Financial is an independent, fee-only fiduciary RIA in Bellevue, WA serving the greater Seattle area. The firm provides comprehensive financial and investment planning, tax-smart portfolio design, and ongoing portfolio management using a guided index investing approach built for resilience across changing markets and behaviors. Clients include business and tech leaders, medical professionals, and educators, often near retirement or retired. Client portal is on Altruist.
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Owner & Executives
Steven C McConnell
Chief Compliance Officer, Financial Advisor, Investment Advisor, Managing Member
- CRD
- #7828938
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,821,963 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,821,963 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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