Rinvelt & David

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

1700 E Beltline Ave NE Ste 150, Grand Ra...

Phone Number

(616) 957-0022

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1
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About Rinvelt & David

Rinvelt & David LLC is a boutique wealth management firm and family office based in West Michigan, dedicated to serving as a financial advocate for its clients. The firm offers high-touch financial planning, actively managed portfolios, and integrated planning services tailored to high net worth individuals, multigenerational families, successful business owners, and professionals. With a focus on clarity and confidence, they provide resources and strategies to help clients navigate complex financial decisions. Their commitment to accessible and engaged service ensures that clients receive personalized attention and support throughout their financial journey.Explore more
Rinvelt & David's Social MediaPopular SearchesRinvelt & David LLCRinvelt & DavidAl Rinvelt Oil & Gas LLCKestra Financial IncRoger David AGTSIC Code 62,628NAICS Code 52,523Show more

Rinvelt & David Org Chart

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JT
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Director, Operations

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JW
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Office Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Rinvelt & David

<$5M
1-10
Private
-
2004
JT
Jason TreshDirector, Operations
$5.8M
1-10
Private
<$5M
2014
James Parris, Chief Executive Officer & Founder at Ivory Wealth Management
James ParrisCEO & Founder
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
<$5M
2005
JM
Jamie MorrisonOffice Manager
<$5M
1-10
Private
-
2014
DD
Derek DregeOwner and Financial Advisor
<$5M
1-10
Private
-
2020
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Rinvelt & David is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Rinvelt & David is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Rinvelt & David.

Rinvelt & David Tech Stack

A closer look at the technologies used by Rinvelt & David

Rinvelt & David News & Media

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Frequently Asked Questions Regarding Rinvelt & David

What is Rinvelt & David's official website?
Rinvelt & David's official website is www.rinveltdavid.com
What is Rinvelt & David's Revenue?
Rinvelt & David's revenue is <$5 Million
What is Rinvelt & David's SIC code?
Rinvelt & David's SIC: 62,628
What is Rinvelt & David's NAICS code?
Rinvelt & David's NAICS: 52,523
How many employees does Rinvelt & David have?
Rinvelt & David has 1-10 employees
What industry does Rinvelt & David belong to?
Rinvelt & David is in the industry of: Finance, Securities Trading
What is Rinvelt & David competition?
Rinvelt & David top competitors include: Cornerstone Financial and Associates, Heritage Wealth Management, Ivory Wealth Management, deniseherring.com
What companies has Rinvelt & David acquired?
Rinvelt & David has acquired the companies: Synthesis Wealth Planning, Retirement Wealth Specialists, Halcyon Wealth Advisors, IFG Wealth Strategies
What technology does Rinvelt & David use?
Some of the popular technologies that Rinvelt & David uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, FMG Suite
How do I contact Rinvelt & David?
Rinvelt & David contact info: Phone number: (616) 957-0022 Website: www.rinveltdavid.com
What does Rinvelt & David do?

Rinvelt & David LLC is a boutique wealth management firm and family office based in West Michigan, dedicated to serving as a financial advocate for its clients. The firm offers high-touch financial planning, actively managed portfolios, and integrated planning services tailored to high net worth individuals, multigenerational families, successful b... usiness owners, and professionals. With a focus on clarity and confidence, they provide resources and strategies to help clients navigate complex financial decisions. Their commitment to accessible and engaged service ensures that clients receive personalized attention and support throughout their financial journey.Read More

What are Rinvelt & David social media links?
Rinvelt & David Linkedin page Rinvelt & David Facebook page
Is Rinvelt & David a public company?
Rinvelt & David is private company therefore does not currently have an official ticker symbol
See more information about Rinvelt & David

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