RINA Wealth Management Services LLC
- Assets, Funds, Holdings
| Message |
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Happy Holidays!! thanks for using AUM13F!!
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| RINA Wealth Management Services LLC
|
| CRD # | 288688 |
| SEC # | 801-121226 |
| CIK # | |
| AUM |
|
| Employees |
3 (100% Investors, 0% Brokers)
|
| Phone | 925-210-2180 |
| Address | 201 North Civic Dr
Walnut Creek, CA 94596 |
| Source |
[IAPD]
[Website] [LinkedIn] [Facebook]
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Total AUM ($M)
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| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
91
|
29.4 |
| (b) Individuals (high net worth individuals) |
42
|
125.3 |
| (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 |
1 |
46.0 |
| (h) Charitable organizations |
1 |
0.2 |
| (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 |
1 |
5.0 |
| (n) Other |
0 |
0.0 |
| Total |
452 |
205.9 |
| By Discretionary |
| Discretionary |
413 |
132.4 |
| Non-Discretionary |
39 |
73.6 |
| Total |
452 |
205.9 |
| By Non-United States Persons |
| Non-United States Persons |
|
1.0 |
| United States Persons |
|
204.9 |
| Total |
452 |
205.9 |
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