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Rodino Wealth Management LLC
RODINO WEALTH MANAGEMENT LLC is a state-registered investment adviser with $1 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
RODINO WEALTH MANAGEMENT LLC is a state-registered investment adviser with $1 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
What investment stages does Rodino Wealth Management target?
No specific stage focus is documented. The firm probably provides exposure across the risk spectrum from fixed income to public equities and alternatives, tailored to client risk tolerance.
How does Rodino Wealth Management's fiduciary status affect its operations?
As an RIA, the firm is legally bound to act in clients' best interests under the Investment Advisers Act of 1940. This fiduciary duty governs investment recommendations, fee structuring, and conflict-of-interest management.
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