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| Happy Holidays!! thanks for using AUM13F!! |
| RDL Financial Inc
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|---|---|
| CRD # | 111647 |
| SEC # | 801-61501 |
| CIK # | 0001579111 |
| AUM | $526.8 M (2025-04-24) |
| Employees | 13 (85% Investors, 0% Brokers) |
| Phone | 703-652-6255 |
| Address | 12701 Fair Lakes Circle Fairfax, VA 22033 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 8.7 | |
| VISA Inc | 5.0 | |
| Gilead Sciences Inc | 4.2 | |
| Mastercard Inc | 4.1 | |
| Nvidia Corp | 4.0 | |
| Alphabet Inc | 3.2 | |
| Accenture PLC | 3.0 | |
| Microsoft Corp | 3.0 | |
| Amazon Com Inc | 3.0 | |
| HCA Holdings Inc | 2.7 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 241 | 137.0 |
| (b) Individuals (high net worth individuals) | 128 | 389.8 |
| (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 | 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 | 875 | 526.8 |
| By Discretionary | ||
| Discretionary | 875 | 526.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 875 | 526.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 43.2 | |
| United States Persons | 483.6 | |
| Total | 875 | 526.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001579111] |
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