Rheeco, Inc.
Rheeco, Inc. (CRD# 301106) is a financial advisory firm headquartered in Natick, MA. They manage $82,802,639 in 441 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management83MILLION
-
Total Number of Accounts441ACCOUNTS
-
Average Account Value$187,761
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Rheeco, Inc.
1
David Rhee (CRD# 4729106) is an Investment Advisor Representative working at Rheeco, Inc. in Natick, MA and has over 20 years of experience in the finance industry.
2
Peichi Lo (CRD# 7559457) is an Investment Advisor Representative working at Rheeco, Inc. in Natick, MA and has over 2 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.