$119.2M Total AUM
$119.2M Disc. AUM
-- 3Y CAGR
4 Employees
323 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Hilltop Securities · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-21-2020
- Office Locations
- 1
Office Locations
47 Eliot Street Natick MA
About Rheeco, Inc.
Rhee & Company (RHEECO, Inc.) provides integrated tax planning/preparation, business consulting, and holistic financial planning and wealth management for successful businesses, individuals, and families. Portfolios are managed to client goals with an ETF-centric implementation and fixed-income/cash sleeves. Advisory relationships can be supported through major custodians including Schwab and Fidelity.
Team overview
-- AVG AGE
$39.7M AVG AUM / ADVISOR
$369.1K AVG AUM / CLIENT
5.1 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
6yrs Firm Age
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Technology
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Owner & Executives
D
DAVID YOON-HEE RHEE
Certified Financial Planner, Chief Compliance Officer, Owner
- CRD
- #4729106
- Ownership
- 75% or more
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P
Peichi Lo
--
- CRD
- #7559457
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,224,000 | $212,142 |
| Non-Discretionary | $0 | -- |
| Total | $119,224,000 | $212,142 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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