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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2023
- Office Locations
- 1
Office Locations
About Rhotopia Financial Advisors
Rhotopia Financial Advisors is a Milton, MA registered investment adviser serving retail and institutional clients, with an emphasis on entrepreneurs. The firm provides financial planning (including estate planning), insurance guidance, and portfolio construction focused on asset allocation and risk management. Investment themes include active management, fixed income and mutual funds, with interest in digital assets/cryptocurrency; custody includes Charles Schwab.
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Owner & Executives
NORA A RHO
Managing Partner
- CRD
- #6074084
- Ownership
- 75% or more
Rolf D. Rho
DIRECTOR OF HUMAN RESOURCES
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $15,456,311 | -- |
| Total | $15,456,311 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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