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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2003
- Office Locations
- 1
Office Locations
About Rising Capital Inc.
Rising Capital provides guided financial planning and investment support for individuals and businesses, helping clients evaluate and convert existing payment streams into a lump sum based on present value and then deploy proceeds in the financial vehicle of their choice. The firm emphasizes asset allocation with a fixed-income tilt (including municipal bonds) and selective ETF use, and coordinates with insurance companies through the conversion process.
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Owner & Executives
EDWARD HAN CHIN
President, Senior Analyst
- CRD
- #4593289
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,116,415 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,116,415 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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