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Ritter Daniher Financial Advisory LLC
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CRD # | 321827 |
SEC # | 801-125847 |
CIK # | 0001844428 |
AUM | $447.3 MM (2023-03-23) |
Employees | 9 (44% Investors, 0% Brokers) |
Phone | 513-233-0715 |
Address | 7661 Beechmont Avenue Cincinnati, OH 45255 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 275 | 120.2 |
(b) Individuals (high net worth individuals) | 121 | 323.3 |
(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 | 2 | 1.5 |
(h) Charitable organizations | 2 | 2.2 |
(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 | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,234 | 447.3 |
By Discretionary | ||
Discretionary | 1,234 | 447.3 |
Non-Discretionary | 0 | 0.0 |
Total | 1,234 | 447.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.3 | |
United States Persons | 447.0 | |
Total | 1,234 | 447.3 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001844428] |
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