RLC Business Services Inc

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Assets, Funds, Holdings

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RLC Business Services Inc
CRD #108653
SEC #801-56089
CIK #
AUM
Employees 1 (100% Investors, 0% Brokers)
Phone239-280-1900
Address4851 Tamiami Trail North
Naples, FL 34103-3098
Source [IAPD]
Total AUM ($M)
2502001501005002001200920172025
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 57.3
(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 0 0.0
(h) Charitable organizations 0 18.2
(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 35 75.5
By Discretionary
Discretionary 23 52.9
Non-Discretionary 12 22.6
Total 35 75.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 75.5
Total 35 75.5
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