Frank, Rimerman Advisors LLC
● SEC registered since 2003CRD 124147SEC# 801-62201Palo Alto, CA
Reg. AUM
$3.4B
Employees
5
Accounts
438
Location
Palo Alto, CA
Frank, Rimerman Advisors LLC assets under management
Frank, Rimerman Advisors LLC is a registered investment adviser overseen by the SEC based in Palo Alto, CA. The firm has been registered since 2003. It reports $3.4 billion in regulatory assets under management and employs 5 people.
Frank, Rimerman Advisors LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dahlia Delceta Black | Chief Compliance Officer | Under 5% | 2024 |
| Frank, Rimerman + Co. LLP Control | Member | Over 75% | 2001 |
| Michael John Rewkiewicz Control | Administrative Oversight Managerof Frank, Rimerman Advisors Llc | Under 5% | 2026 |
Frequently asked questions
How much does Frank, Rimerman Advisors LLC manage?
Frank, Rimerman Advisors LLC reports $3.4 billion in regulatory assets under management on its Form ADV.
How many employees does Frank, Rimerman Advisors LLC have?
Frank, Rimerman Advisors LLC reports 5 employees.
Where is Frank, Rimerman Advisors LLC located?
Frank, Rimerman Advisors LLC is based in Palo Alto, CA and has been SEC-registered since 2003.
Does Frank, Rimerman Advisors LLC disclose fund performance?
Frank, Rimerman Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1801 Page Mill Road, Palo Alto, CA 94304 |
| Phone | 650-845-8100 |
| Fax | 650-494-1975 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.4B▲ 69%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$3.4Bregulatory AUM
Discretionary $2.5BNon-discretionary $899.6M