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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-22-2019
- Office Locations
- 1
Office Locations
About RIO Financial Planning
RIO Financial Planning is a Portland, Oregon-based registered investment adviser providing financial planning and investment planning for individuals at different life stages. The firm helps clients map goals and build portfolios, with services spanning areas like tax, insurance, college, and estate planning. State-licensed in Oregon and custodying through Altruist, RIO highlights an ethics-forward advisory approach.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GEORGE H ZIMMERMAN
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #5717077
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $7,660,811 | -- |
| Total | $7,660,811 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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