This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-08-2019
- Office Locations
- 3
Office Locations
About Rise Financial Partners
Rise Financial Partners is an independent fiduciary RIA providing relational wealth management for individuals and business owners. Services include holistic financial planning, discretionary investment management across stocks, bonds, ETFs and mutual funds, and guidance on alternatives such as real estate and private equity. Offers Biblically Responsible Investing portfolios for Christian clients, plus business consulting (SBA loans, succession, cash flow). Custody via Altruist and Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS MARTIN HLOHINEC
Chief Executive Officer
- CRD
- #6059536
- Ownership
- Less than 5%
Josiah David Robison
Chief Compliance Officer, CHIEF TECHNOLOGY OFFICER, Financial Advisor
- CRD
- #7489601
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
JOSHUA MICHAEL ELMORE
Consultant
- CRD
- #6627985
Jeffrey William Speers
President
- CRD
- #5056495
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,146,399 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,146,399 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing