Overview
Frank, Rimerman Advisors LLC, (“FRA”) founded in 2000, is an SEC-registered
investment advisor with its principal place of business at 1801 Page Mill Road,
Palo Alto, California, 94304. Frank, Rimerman Advisors LLC is wholly owned by
Frank, Rimerman + Co. LLP, a certified public accountancy firm in business since
1949.
While we specialize in financial planning and wealth management, we also assist
clients with the selection of third-party asset managers, portfolio evaluations and
investment performance, and general investment advice concerning specific
financial goals and objectives.
We tailor our financial planning and wealth management services to the individual
needs of our clients, working with each client to define their investment objectives,
time horizons, investment restrictions, and risk tolerances. We use this
information to develop a comprehensive asset allocation plan upon which we
construct
and manage customized portfolios which are broadly diversified across
and within various asset classes. Client portfolios are comprised of equity and
fixed- income positions including exchange-listed securities, indexed funds,
bonds, and exchange traded funds appropriate for the client’s specific asset
allocation plan.
In managing a client’s portfolio, we have access to and recommend the use of
third-party asset managers and/or sub-advisers where it is advantageous to the
unique needs of a client. In such cases, the client generally enters into separate
service agreements and fee arrangements with the third-party asset managers
and/or sub-advisers.
As of December 31, 2023, our total assets under management were approximately
$2,013,460,339, of which we managed approximately $1,584,793,306 on a
discretionary basis and $428,667,033 on a non-discretionary basis.
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