$71.6M Total AUM
$48.6M Disc. AUM
-- 3Y CAGR
2 Employees
164 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · John Hancock · Principal · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-14-2018
- Office Locations
- 1
Office Locations
710 SE Third Street Lee's Summit MO
About Rise Retirement, LLC
RISE Consulting (RISE Retirement, LLC) is a fee-only RIA providing full-service financial planning and investment management for businesses and individuals, with a niche in business owners looking to integrate business and personal finances. Portfolios emphasize asset allocation and risk management, implemented primarily with mutual funds and ETFs. Custodies with Charles Schwab.
Team overview
-- AVG AGE
$35.8M AVG AUM / ADVISOR
$436.5K AVG AUM / CLIENT
6.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
G
Grant Thomas Stiles
Chief Compliance Officer, Chief Investment Officer, Managing Partner
- CRD
- #5370860
- Ownership
- Less than 5%
Available
Available
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S
Sara Dawn Stiles
Managing Partner
- CRD
- #5289834
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,584,467 | -- |
| Non-Discretionary | $23,002,422 | -- |
| Total | $71,586,889 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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