R
$30.1M Total AUM
$30.1M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-25-2025
- Office Locations
- 1
Office Locations
-- Clarklake MI
About Riser Investing, LLC
Riser Investing, LLC is a Clarklake-based RIA. The firm has been operating for 1 years. Managing $30.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$30.1M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
N
NICHOLAS DOLAN REYNOLDS
Chief Compliance Officer, Investment Adviser Representative, PRINCIPAL
- CRD
- #6945557
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,064,789 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,064,789 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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