|
⚲
|
| Keyboard |
| Riggs Asset Management Co Inc
✚
|
|
|---|---|
| CRD # | 107233 |
| SEC # | 801-38171 |
| CIK # | |
| AUM | 640.0 M (2026-02-26) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 570-823-3383 |
| Address | The Grand Highlands Dallas, PA 18612 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 268 | 96.4 |
| (b) Individuals (high net worth individuals) | 142 | 519.4 |
| (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 | 7 | 5.2 |
| (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 | 13 | 18.9 |
| (n) Other | 0 | 0.0 |
| Total | 924 | 640.0 |
| By Discretionary | ||
| Discretionary | 881 | 628.7 |
| Non-Discretionary | 43 | 11.2 |
| Total | 924 | 640.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 640.0 | |
| Total | 924 | 640.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 412 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Midwest Professional Planners Ltd
✚
|
WI | 649.3 M |
|
Dale K Ehrhart Inc
✚
|
FL | 648.8 M |
|
Reap Financial Group LLC
✚
|
TX | 648.2 M |
|
5C Capital Management LLC
✚
|
NJ | 648.1 M |
|
Highland Financial Advisors LLC
✚
|
NJ | 640.0 M |
|
Bellatore Financial Inc
✚
|
TX | 638.7 M |
|
Colorado Capital Management Inc
✚
|
CO | 638.4 M |
|
Hilltop Wealth Advisors LLC
✚
|
NC | 635.5 M |
|
Smart Wealth LLC
✚
|
NE | 632.3 M |
|
Sage Capital Advisors LLC
✚
|
SD | 629.8 M |