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RISE INVESTMENT MANAGEMENT, LLC

CRD 333576

Visit website

134 N LASALLE ST, STE 1760, CHICAGO, IL, 60602, United States

Phone

312-620-4492

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$34.8M

Discretionary AUM

$34.8M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicals

Client types

TypeClientsAUM
Individuals17$2.8M
High net worth individuals20$31.7M
Corporations/business entities2$268K

All web addresses on file

Official SEC filing: View on IAPD