Rise Financial Partners

Rise Financial Partners (CRD# 305637) is a financial advisory firm headquartered in , . They manage $37,359,624 in 311 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/company/risefinancialpartners/
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    311
    ACCOUNTS
  • Average Account Value
    $120,127
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL

Financial Advisors at Rise Financial Partners
Showing 1 - 3 of 3 top financial advisors.
1
Joshua Elmore, financial advisor Sarasota FL
Joshua M. Elmore
CRD#: 6627985
Sarasota, FL

Joshua Elmore (CRD# 6627985) is an Investment Advisor Representative working at Rise Financial Partners in Sarasota, FL and has over 8 years of experience in the finance industry.

2
Thomas Hlohinec, financial advisor Philadelphia PA
Thomas M. Hlohinec
CRD#: 6059536
Philadelphia, PA

Thomas Hlohinec (CRD# 6059536) is an Investment Advisor Representative working at Rise Financial Partners in Philadelphia, PA and has over 11 years of experience in the finance industry.

3
Josiah Robison, financial advisor Ann Arbor MI
Josiah D. Robison
CRD#: 7489601
Ann Arbor, MI

Josiah Robison (CRD# 7489601) is an Investment Advisor Representative working at Rise Financial Partners in Ann Arbor, MI and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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