|
⚲
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| Rebel Financial LLC
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| |
|---|---|
| CRD # | 168263 |
| SEC # | 801-118009 |
| CIK # | 0001532158 |
| AUM | $281.1 MM (2024-03-26) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 614-441-9605 |
| Address | 5940 Clyde Moore Dr, Suite C Groveport, OH 43125 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 351 | 119.2 |
| (b) Individuals (high net worth individuals) | 102 | 151.5 |
| (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 | 9 | 10.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,660 | 281.1 |
| By Discretionary | ||
| Discretionary | 1,648 | 273.6 |
| Non-Discretionary | 12 | 7.6 |
| Total | 1,660 | 281.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 281.1 | |
| Total | 1,660 | 281.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 10-K | [0001532158] | |
| 10-Q | [0001532158] | |
| 8-K | [0001532158] |
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|---|---|---|
|
Bright Road Wealth Management LLC
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|
AK | 0.3 |
|
Second Half Financial Partners LLC
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FL | 0.3 |
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Paul Winkler Inc
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TN | 0.3 |
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Oak Wealth Advisors LLC
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TX | 0.3 |
|
BIP Alliance LLC
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|
Wolff Wiese Magana LLC
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CA | 0.3 |
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Atala Financial Inc
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|
CA | 0.3 |
|
Naples Asset Management Co LLC
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FL | 0.3 |
|
The Capital Advisory Group Advisory Services LLC
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MN | 0.3 |