|
⚲
|
| Rademacher Financial Inc
✚
| |
|---|---|
| CRD # | 114067 |
| SEC # | 801-113139 |
| CIK # | |
| AUM | $180.5 MM (2024-07-12) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 785-865-5308 |
| Address | 1505 Kasold Drive Lawrence, KS 66047 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 293 | 19.1 |
| (b) Individuals (high net worth individuals) | 34 | 123.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.1 |
| (i) State or municipal government entities | 5 | 35.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,020 | 180.5 |
| By Discretionary | ||
| Discretionary | 1,016 | 178.8 |
| Non-Discretionary | 4 | 1.7 |
| Total | 1,020 | 180.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.5 | |
| Total | 1,020 | 180.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Millennium Capital Advisors LLC
✚
|
AR | 0.2 |
|
Victrix Investment Advisors LLC
✚
|
FL | 0.2 |
|
Prato Capital Management Inc
✚
|
NY | 0.2 |
|
Westview Management LLC
✚
|
VT | 0.2 |
|
Castle Wealth Planning LLC
✚
|
CA | 0.2 |
|
Powell Financial Inc
✚
|
NC | 0.2 |
|
Wisdom Index Advisors LLC
✚
|
TX | 0.2 |
|
Bush Investment Group LLC
✚
|
GA | 0.2 |
|
Keystone Financial Group Inc
✚
|
GA | 0.2 |
|
Sterling Investment Advisors LLC
✚
|
MO | 0.2 |