RENAUD & COMPANY, LLC
Adviser information for RENAUD & COMPANY, LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Missouri, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,657 | $143.1M |
| Non-Discretionary | 0 | $0 |
| Total | 1,657 | $143.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 762 | $118.5M |
| HNW Individuals | 25 | $24.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesCommissions |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-122942 |
|---|---|
| SEC ERA File Number | 801-122942 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 115337 |
| Legal Entity Identifier | None |
Principal Office
763 WEST TERRA LANEOFALLON
MO
United States
Monday - Friday, 8:00-5:00 (M-TH), 8:00-3:00 (FR)
Tel: 636-240-5055, Fax: 636-281-9640
Chief Compliance Officer
MATTHEW RENAUD
763 W. TERRA LN.
O'FALLON
MO
United States
Tel:
636 240-5055
Fax:
636 281-9640
M***@***********M
(Full email address available in API data)
Regulatory Contact
JEANNIE RENAUD
CHIEF OF STAFF
763 W. TERRA LN.
O'FALLON
MO
United States
Tel:
636 240-5055
Fax:
636 281-9640
J******@***********M
(Full email address available in API data)
Industry Affiliates
| RENAUD TAX AND ACCOUNTING, LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RENAUD, MATTHEW, JOSEPH | Individual | – | PRESIDENT/CCO | 11/1998 | > 75% |