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| McLaughlin Ryder Investments Inc
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|
|---|---|
| CRD # | 147529 |
| SEC # | 801-107125 |
| CIK # | 0001437108 |
| AUM | $471.6 M (2025-03-06) |
| Employees | 3 (67% Investors, 100% Brokers) |
| Phone | 703-684-9222 |
| Address | 1421 Prince Street Alexandria, VA 22314 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 214 | 61.3 |
| (b) Individuals (high net worth individuals) | 184 | 341.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 57.9 |
| (h) Charitable organizations | 15 | 8.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 706 | 471.6 |
| By Discretionary | ||
| Discretionary | 3 | 2.5 |
| Non-Discretionary | 703 | 469.1 |
| Total | 706 | 471.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 471.6 | |
| Total | 706 | 471.6 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
McLaughlin Ryder Investments Inc
✚
|
VA | 0.5 |
|
Union Street Partners LLC
✚
|
VA | 0.1 |
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|---|---|---|
|
Life Line Wealth Management LLC
✚
|
CA | 0.5 |
|
Libra Wealth LLC
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|
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|
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|
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0.5 | |
|
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|
DDFG Inc
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|
Hoxton Wealth USA LLC
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|
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|
Stokes Capital Advisors LLC
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|
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|
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Narus Financial Partners LLC
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