|
⚲
|
| Keyboard |
| RDA Financial Network Inc
✚
|
|
|---|---|
| CRD # | 147309 |
| SEC # | 801-69651 |
| CIK # | 0001774086 |
| AUM | 675.2 M (2026-03-31) |
| Employees | 17 (100% Investors, 41% Brokers) |
| Phone | 888-300-4975 |
| Address | 321 Reed Street Akron, IA 51001 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 19.7 | ||
| Alphabet Inc | 15.8 | ||
| Broadcom Inc | 15.1 | ||
| Microsoft Corp | 13.5 | ||
| Amazon Com Inc | 13.3 | ||
| Apple Inc | 12.8 | ||
| Facebook Inc | 10.6 | ||
| J P Morgan Chase & Co | 9.8 | ||
| Visa Inc | 9.5 | ||
| ASML Holding NV | 7.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,488 | 550.1 |
| (b) Individuals (high net worth individuals) | 26 | 118.2 |
| (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 | 4.3 |
| (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 | 1,522 | 675.2 |
| By Discretionary | ||
| Discretionary | 1,522 | 675.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,522 | 675.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 675.2 | |
| Total | 1,522 | 675.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001774086] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
| LEI | 20-3771932 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Precedent Wealth Partners LLC
✚
|
TX | 685.0 M |
|
van Den Berg Management I Inc
✚
|
TX | 679.5 M |
|
Financial Strategies Group Inc
✚
|
MI | 677.4 M |
|
Rockport Wealth LLC
✚
|
OH | 676.4 M |
|
Summit Wealth Partners LLC
✚
|
FL | 675.7 M |
|
Garden State Investment Advisory Services LLC
✚
|
NJ | 673.8 M |
|
New England Capital Financial Advisors LLC
✚
|
CT | 673.0 M |
|
Harvest Financial Advisors LLC
✚
|
OH | 671.0 M |
|
Beck Bode LLC
✚
|
MA | 666.4 M |
|
BCWM LLC
✚
|
KS | 665.2 M |