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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Radix Organization Inc
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|---|---|
| CRD # | 172791 |
| SEC # | 801-80346 |
| CIK # | |
| AUM | $184.2 M (2025-03-14) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 212-697-9141 |
| Address | 501 E 79th Street New York, NY 10075 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 69 | 179.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.3 |
| (h) Charitable organizations | 3 | 4.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 73 | 184.2 |
| By Discretionary | ||
| Discretionary | 72 | 135.0 |
| Non-Discretionary | 1 | 49.2 |
| Total | 73 | 184.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.2 | |
| Total | 73 | 184.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sunstate Wealth Management LLC
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|
FL | 0.2 |
|
Emerald Bay Wealth Management LLC
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|
CA | 0.2 |
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Spectrum Planning & Advisory Services Inc
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CA | 0.2 |
|
Brian Low Financial Group LLC
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LA | 0.2 |
|
Alere Planning LLC
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|
MD | 0.2 |
|
Angelus Investment Consulting Inc
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|
FL | 0.2 |
|
Lighthouse Financial Management LLC
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|
RI | 0.2 |
|
Pullen Investment Management LLC
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|
FL | 0.2 |
|
Flying Point Financial Inc
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|
MA | 0.2 |
|
Southport Station Financial Management LLC
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|
CT | 0.2 |