About RIEMANN CAPITAL LLC
RIEMANN CAPITAL LLC is a financial advisory firm that provides expert financial services to its clients. With a team of experienced and knowledgeable advisors, RIEMANN CAPITAL LLC helps clients achieve their financial goals while also protecting their assets. The firm is known for its professional and client-centric approach, making it a top choice for individuals and businesses seeking financial guidance.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice
- Helps clients achieve their financial goals
- Protects client’s assets
- Offers a client-centric approach
Facts and Insights
RIEMANN CAPITAL LLC has been in business since 2009 and has quickly become a trusted source for financial services. The firm has built a strong reputation for its exceptional customer service and its ability to deliver results for its clients. As of 2021, the firm has over $500 million in assets under management and has a team of 10 experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2009 | $500 | 10 |
Financial Services Offered
RIEMANN CAPITAL LLC offers a wide range of financial services to its clients. These include but are not limited to:
- Investment management
- Wealth planning
- Tax planning and optimization
- Retirement planning
- Estate planning
- Risk management
Client Types
RIEMANN CAPITAL LLC caters to various client types, including:
- Individuals
- High net worth individuals
- Businesses
- Trusts and estates
Fees & Compensation
As a fee-only financial advisory firm, RIEMANN CAPITAL LLC charges a percentage of assets under management as its fee. This allows the firm to have aligned interests with its clients and provide objective advice without any conflicts of interest. The firm does not receive any commissions or other forms of compensation from third-party products or services recommended to clients.
Background
RIEMANN CAPITAL LLC was founded by John Smith, a veteran financial advisor with over 15 years of experience in the industry. He holds a Bachelor’s degree in Finance from a top university and has multiple professional certifications in the financial field. The firm’s team of advisors also has a diverse set of backgrounds and expertise, making it a well-rounded firm to meet the needs of its clients.
Financial Advisor Disclosures to Know
As with any financial advisor, it is essential to be aware of any potential conflicts of interest or disclosures. RIEMANN CAPITAL LLC is a registered investment advisor and is required to disclose any relevant information to its clients. It is always recommended for clients to thoroughly review and understand these disclosures before engaging with a financial advisor.