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| Keyboard |
| Reedmark Advisors LLC
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|
|---|---|
| CRD # | 173760 |
| SEC # | 801-80791 |
| CIK # | |
| AUM | 564.6 M (2026-03-18) |
| Employees | 12 (75% Investors, 25% Brokers) |
| Phone | 908-300-5292 |
| Address | 92 East Main Street Somerville, NJ 08876 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 2.0 |
| (b) Individuals (high net worth individuals) | 28 | 78.1 |
| (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 | 36 | 475.3 |
| (h) Charitable organizations | 2 | 9.1 |
| (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 | 77 | 564.6 |
| By Discretionary | ||
| Discretionary | 54 | 161.1 |
| Non-Discretionary | 23 | 403.4 |
| Total | 77 | 564.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 564.6 | |
| Total | 77 | 564.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 5 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
|
Elite Retirement Planning LLC
✚
|
IA | 568.8 M |
|
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|
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|
First Kentucky Securities Corporation
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|
Atticus Wealth Management LLC
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|
Jackson Square Capital LLC
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CA | 564.3 M |
|
Boyum Wealth Architects LLC
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|
Dara Capital US Inc
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|
FL | 563.1 M |
|
Brooklyn FI LLC
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|
NY | 563.1 M |
|
Capital Investment Management Inc
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|
MO | 558.9 M |
|
Guidance Point Advisors LLC
✚
|
558.3 M |