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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-04-2021
- Office Locations
- 1
Office Locations
About Rich Michaels Investments, LLC
Rich Michaels Investments, LLC is a fiduciary RIA led by Richard Minaya, providing goals-based financial planning and investment advice for individuals navigating major life events, long-term wealth building, retirement income planning, and estate plan coordination. Offers flexible engagement (monthly subscription or AUM-based) and builds zero/low-cost portfolios that are primarily ETF-based with U.S. government/agency bond and cash allocations, custodied at Altruist, with video/phone meetings and a secure encrypted file portal.
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Owner & Executives
RICHARD LYNN MINAYA
Financial Advisor, MANAGING DIRECTOR
- CRD
- #6184429
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $9,300,000 | -- |
| Total | $9,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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