Falists
← Back to search

RHEECO, INC.

CRD 301106 · SEC 801-132378

Visit website

47 ELIOT STREET, NATICK, MA, 01760, United States

Phone

(508) 655-1185

Fax

(617) 300-8923

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$119.2M

Discretionary AUM

$119.2M

Team

4 total employees; 3 advisory reps; 5 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals288$82.0M
High net worth individuals30$28.7M

States served

MA, NH

All web addresses on file

Official SEC filing: View on IAPD