Ris Inc is a large advisory firm based in Grosse Pointe Shores. It manages $30.14 million of regulatory assets for 64 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Michigan.
Ris provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ris Inc is $30.14 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Ris Inc for their services and products based on a percentage of assets under management. 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.
Robert Irwin Sattler has been acting as President since 1 Sep 1991. Vicki Lynn Sharff joined the executive team most recently as the Chief Compliance Officer.
The principal office where Ris Inc performs its advisory services is located at 53 Oxford Road, Grosse Pointe Shores, MI 48236, 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 313-882-3156 or by fax 313-882-9543. The normal business hours are 8:00 am - 4:00 pm on Monday - Friday.