Rayner Associates Inc is a large advisory firm based in Mill Valley. It manages $280.59 million of regulatory assets for 236 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Rayner Associates provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rayner Associates Inc is $280.59 million. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rayner Associates Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Suzanne Weil has been acting as President since 1 Dec 1990. David Anthony Flowers joined the executive team most recently as the Asst. Vice President.
The principal office where Rayner Associates Inc performs its advisory services is located at 655 Redwood Hwy, Suite 370, Mill Valley, CA 94941, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-332-7433 or by fax 415-388-5079. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at raynerassociates.com.