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Rariden Investment Advisors, LLC

Rariden Investment Advisors, LLC. CRD 154352

R

CRD: 154352

Rariden Investment Advisors, LLC

$14.6M Total AUM
$14.6M Disc. AUM
-- 3Y CAGR
1 Employees
97 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
10-08-2010
Office Locations
1

Office Locations

2572 W. State Road 426 Suite 2080 Oviedo FL

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

-- AVG AGE
$14.6M AVG AUM / ADVISOR
$150.2K AVG AUM / CLIENT
15.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age

Insights

Available
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Custodian

Available

Services

Available

Owner & Executives

G

GEORGE MANTON RARIDEN III

Chief Compliance Officer, Managing Member, Owner

CRD
#1466772
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
U.S. Government/Agency:
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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