|
⚲
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| RCN Wealth Advisors Inc
✚
|
|
|---|---|
| CRD # | 163562 |
| SEC # | 801-135338 |
| CIK # | |
| AUM | $74.5 M (2026-04-29) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 410-956-6003 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 3.4 |
| (b) Individuals (high net worth individuals) | 38 | 57.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 13.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 174 | 74.5 |
| By Discretionary | ||
| Discretionary | 174 | 74.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 174 | 74.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 74.5 | |
| Total | 174 | 74.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Active Wealth Advisors LLC
✚
|
NJ | 0.1 |
|
Kane Financial LLC
✚
|
NY | 0.1 |
|
Tuttle Wealth Partners LLC
✚
|
0.1 | |
|
Whalen Capital Inc
✚
|
WI | 0.1 |
|
Financial Planning Associates LLC
✚
|
NY | 0.1 |
|
Lytle Investment Services Corp
✚
|
NY | 0.1 |
|
Rpata LLC
✚
|
0.1 | |
|
Reynolds Capital Management LLC
✚
|
NV | 0.1 |
|
Wright Private Asset Management LLC
✚
|
CT | 0.1 |
|
Sage Hill Advisory and Management LLC
✚
|
NY | 0.1 |