R
$15.8M Total AUM
$15.8M Disc. AUM
-- 3Y CAGR
1 Employees
136 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-03-2025
- Office Locations
- 1
Office Locations
10940 White Rock RD, Suite 210 Rancho Cordova CA
About Rehoboth Financial Planning, Inc.
Rehoboth Financial Planning, Inc. is a Rancho Cordova-based RIA. The firm has been operating for 1 years. Managing $15.8M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
-- AVG AGE
$15.8M AVG AUM / ADVISOR
$116.1K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
Bereket Mesfin Kelile
Chief Compliance Officer, Managing Member
- CRD
- #7254459
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,791,613 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,791,613 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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