Carnick & Rainsberger Advisors Inc (Colorado Springs)

Name: Carnick & Rainsberger Advisors Inc
Address: 980 Pico Point, Colorado Springs, CO, 80906
Telephone: 719-328-1944

Carnick & Rainsberger Advisors Inc is a large advisory firm based in Colorado Springs. It manages $127.16 million of regulatory assets for 140 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado and Kansas.

Carnick & Rainsberger Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Carnick & Rainsberger Advisors: assets under management

The assets under management (AUM) of Carnick & Rainsberger Advisors Inc is $127.16 million. The firm's AUM has grown by 27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $98.95 million in discretionary accounts and $28.21 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.03 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $641.09 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Carnick & Rainsberger Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Colorado Springs

The principal office where Carnick & Rainsberger Advisors Inc performs its advisory services is located at 980 Pico Point, Colorado Springs, CO 80906 The mailing address of the firm is P.O. Box 60909, Colorado Springs, CO 80960 0909. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 719-328-1944 or by fax 719-328-1861. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.wealthadvisory.com.

Carnick & Rainsberger Advisors Inc (Colorado Springs)

Carnick & Rainsberger Advisors: assets under management

Fees & Commissions

Based in Colorado Springs

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