99Rises Inc.
Pleasanton, California
5.0
52 Reviews
99Rises Inc. is a small investment advisory firm based out of Pleasanton, CA, with one office. With a total of three dedicated employees, including two experienced investment advisors, they provide personalized investment advisory services to a diverse clientele. Known for their expertise in managing 401K plans, 99Rises Inc. handles over 80% of their assets under management from employer 401Ks and individual investors. On average, each investment advisor at 99Rises Inc. oversees approximately $270,000 in assets under management. Their compensation structure encompasses various types, such as a percentage of the assets under manag...
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Assets Under Mgmt

$539.42k

Investment Professionals

2

Locations

0

% 401K & Individual

100%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
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