Frank, Rimerman Advisors LLC
Frank, Rimerman Advisors LLC is a registered investment adviser headquartered in Palo Alto, California. The firm is affiliated with Frank, Rimerman + Co. LLP, a well-known accounting and advisory firm. Founded in 2001, it primarily serves high net worth individuals, providing tailored wealth management and investment advisory services. The firm employs about 5 professionals, focusing on delivering individualized financial strategies and investment solutions.
Investment Strategy
Frank, Rimerman Advisors LLC specializes in private wealth management for high net worth individuals. The firm designs client-specific investment plans, focusing on asset allocation and portfolio diversification across equities, mutual funds, and ETFs. Their strategy emphasizes long-term capital appreciation, risk management, and tax efficiency, often integrating financial planning with investment management to meet each client's distinct needs. The firm’s 13F holdings suggest an allocation to large-cap technology and growth stocks, but overall portfolios are tailored for each client.
Top Holdings
Equity Positions (560)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQM | INVESCO EXCH TRADED FD TR II | 6.62% | $98.6M | 434,028 | $121.60 | $227.10 | +$17.0M |
N NVDA | NVIDIA CORPORATION | 5.73% | $85.3M | 539,940 | $103.16 | $157.99 | +$34.7M |
Q QQQ | INVESCO QQQ TR | 5.65% | $84.0M | 152,346 | $313.93 | $551.64 | +$11.7M |
N NFLX | NETFLIX INC | 5.32% | $79.1M | 59,081 | $413.04 | $1339.13 | +$24.5M |
M MSFT | MICROSOFT CORP | 4.02% | $59.8M | 120,223 | $428.87 | $497.41 | +$12.2M |