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| RDA Financial Network Inc
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| |
|---|---|
| CRD # | 147309 |
| SEC # | 801-69651 |
| CIK # | 0001774086 |
| AUM | $493.7 MM (2024-05-20) |
| Employees | 18 (100% Investors, 33% Brokers) |
| Phone | 888-300-4975 |
| Address | 321 Reed Street Akron, IA 51001 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 11.1 | |
| NVDA | 399,550.0 | 10.8 | |
| AAPL | 2,382,844.0 | 8.6 | |
| GOOGL | 1,475,138.5 | 8.5 | |
| AVGO | 201,282.9 | 8.0 | |
| AMZN | 1,092,997.8 | 7.1 | |
| JPM | 340,169.2 | 6.2 | |
| META | 434,852.0 | 5.3 | |
| ADBE | 172,760.2 | 4.8 | |
| V | 419,260.5 | 4.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,424 | 436.2 |
| (b) Individuals (high net worth individuals) | 11 | 46.3 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 2 | 3.2 |
| (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 | 7 | 8.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,315 | 493.7 |
| By Discretionary | ||
| Discretionary | 3,315 | 493.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,315 | 493.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 493.7 | |
| Total | 3,315 | 493.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001774086] |
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