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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-08-2010
- Office Locations
- 1
Office Locations
About Rariden Investment Advisors, LLC
Rariden Investment Advisors is an Oviedo, FL RIA offering integrated accounting, tax planning, and wealth management, including retirement and estate planning. The firm builds coordinated, tax-aware portfolios—often using ETFs—and monitors progress through a client portal. Investment accounts are custodied at Charles Schwab, supporting efficient implementation for retail planning clients.
Team overview
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Custodian
Services
Owner & Executives
GEORGE MANTON RARIDEN III
Chief Compliance Officer, Managing Member, Owner
- CRD
- #1466772
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,566,109 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,566,109 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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