Rayner Associates Inc (Mill Valley)

Name: Rayner Associates Inc
Address: 655 Redwood Hwy, Suite 370, Mill Valley, CA, 94941
Telephone: 415-332-7433

Rayner Associates Inc is a large advisory firm based in Mill Valley. It manages $280.59 million of regulatory assets for 236 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Rayner Associates provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rayner Associates: assets under management

The assets under management (AUM) of Rayner Associates Inc is $280.59 million. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $229.79 million in discretionary accounts and $50.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.01 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $6.35 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rayner Associates Inc for their services and products based on a percentage of assets under management and hourly charges. 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.

Careers at Rayner Associates Inc

Suzanne Weil has been acting as President since 1 Dec 1990. David Anthony Flowers joined the executive team most recently as the Asst. Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Suzanne Weil	Director	1 Dec 1990	Other	1511690
Jerrol Flood	Director	1 Oct 1998	Other	1916232
William Costello Williams	Sr. vice president, director	1 Oct 1998	Other	602367
Grace Wacker Sheffield	Vice president, director	1 Apr 1999	Other	2958813
Arno Alfred Rayner	Chairman of the board	1 Aug 1999	25% - 50%	4346702
Charles Masters Haynor	President, director	1 Aug 1999	25% - 50%	1689289
Lynn Eckersley	Asst. vice president	1 Oct 1999	Other	2870692
Carol Kaufman Rayner	Asst. secty. treasurer, director	1 Oct 1999	Other	4346741
Jeffrey Guy Stoffer	Vice president	1 Feb 2001	Other	4510059
David Anthony Flowers	Asst. vice president	1 Aug 2001	Other	2559221
Debra Lee Hunt	Administrator	1 Aug 2001	Other	4939396
Deborah Lee Hunt	Administrator	1 Aug 2001	Other	4939396

Based in Mill Valley

The principal office where Rayner Associates Inc performs its advisory services is located at 655 Redwood Hwy, Suite 370, Mill Valley, CA 94941, 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 415-332-7433 or by fax 415-388-5079. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at raynerassociates.com.