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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-14-2011
- Office Locations
- 3
Office Locations
About Rauch Advisory LLC
Rausch Advisory Services provides finance & accounting, internal audit, and technology advisory via project leadership/co-sourcing, staff augmentation (loan staff), and professional placement. It also offers the RAS platform for enterprise, IT, and third-party/vendor risk assessments (GDPR/CCPA), with branded, screen-responsive assessments in 46 languages and dashboards via the Vendor 360 portal. Unique: publishes an annual rate schedule for transparent pricing; NASBA-recognized CPE sponsor.
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Investment Themes
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Technology
Owner & Executives
Stephen Wayne Burton
Chief Compliance Officer, Managing Member
- CRD
- #6595526
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Eduardo Alberto de la Rosa
Financial Advisor
- CRD
- #3149620
Joseph Louis Harris
--
- CRD
- #8228249
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,582,570 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,582,570 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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