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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-13-2018
- Office Locations
- 1
Office Locations
About Rylander Richter
Rylander Richter is a fee-only, independent RIA providing personalized wealth management for a small set of clients with complex financial needs, including entrepreneurs. The firm delivers ongoing financial planning and portfolio management, coordinating tax, estate, insurance, and banking considerations. As fiduciaries, recommendations are product-agnostic and commonly implemented using asset allocation with ETFs, index funds, and fixed income; custody includes Schwab and the firm uses Black Diamond.
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Investment Themes
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Owner & Executives
JASON FRANCIS RICHTER
Managing Member, Principal
- CRD
- #4512285
- Ownership
- 50% but less than 75%
CHRISTOPHER DANIEL RYLANDER
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4078765
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,928,798 | -- |
| Non-Discretionary | $0 | $260,870 |
| Total | $101,928,798 | $260,870 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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