RIA Intel›Advisers›Ohio›RABE INVESTMENT CONSULTING GROUP

RABE INVESTMENT CONSULTING GROUP

Advisory

N·RICHFIELD, OH

Data as of Mar 26, 2024 · Source: SEC Form ADV

Total AUM
$147M
1-Year AUM Growth
+10.6%
3-Year CAGR
+3.5%
Employees
2
Assets Under Management
Total AUM$147M
Discretionary AUM$121M
Non-Discretionary AUM$26M
Discretionary %82.2%
Total Clients140
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record8
First FilingJul 27, 2021
Latest FilingMar 26, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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