This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-20-2022
- Office Locations
- 1
Office Locations
About Rising Financial
Rising Financial is a fee-only fiduciary RIA providing comprehensive financial planning and values-aligned, impact-focused investing for healthcare professionals (from emerging to mid-career and entrepreneur clients). The women-owned, LGBTQ+ friendly firm builds primarily ETF-based portfolios and works with Altruist for custody, aligning client decisions with both family goals and lasting impact.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
AMBER WINONAH FITZRYSLER
Chief Compliance Officer, Financial Advisor, General Partner, Owner
- CRD
- #6552283
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,054,568 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,054,568 | -- |
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