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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| RG Financial LLC
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|---|---|
| CRD # | 311162 |
| SEC # | 801-120581 |
| CIK # | |
| AUM | $151.6 M (2025-03-27) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 585-800-4176 |
| Address | 703 Palomar Airport Road Carlsbad, CA 92011 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 13.8 |
| (b) Individuals (high net worth individuals) | 84 | 137.8 |
| (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 | 468 | 151.6 |
| By Discretionary | ||
| Discretionary | 461 | 149.5 |
| Non-Discretionary | 7 | 2.1 |
| Total | 468 | 151.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 150.9 | |
| Total | 468 | 151.6 |
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|---|---|---|
|
Periope LC
✚
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UT | 0.2 |
|
Fellowship Investment Advisors LLC
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FL | 0.2 |
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My Wealth Management Inc
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MD | 0.2 |
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Vine Capital Management LLC
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0.2 | |
|
Proactive Capital Management Inc
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KS | 0.2 |
|
Fairfax Global Investment Management LLC
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0.2 | |
|
Titanium Advisors LLC
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|
MA | 0.2 |
|
Florian Financial Group LLC
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|
NY | 0.2 |
|
Banyan Global Investment Advisors LLC
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|
FL | 0.2 |
|
Granada Wealth Management LLC
✚
|
NC | 0.2 |