|
⚲
|
| RMDR Advisors Inc
✚
| |
|---|---|
| CRD # | 118473 |
| SEC # | 801-68095 |
| CIK # | |
| AUM | $184.2 MM (2024-03-08) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 713-661-3183 |
| Address | 3509 Austin Avenue Waco, TX 76710 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139 | 49.6 |
| (b) Individuals (high net worth individuals) | 69 | 134.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 555 | 184.2 |
| By Discretionary | ||
| Discretionary | 551 | 182.2 |
| Non-Discretionary | 4 | 2.0 |
| Total | 555 | 184.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.2 | |
| Total | 555 | 184.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Partnership Wealth Management LLC
✚
|
MD | 0.2 |
|
Myecfo LLC
✚
|
CA | 0.2 |
|
Chartist Inc
✚
|
CA | 0.2 |
|
Fenway Financial Advisors LLC
✚
|
VA | 0.2 |
|
Lummis Asset Management LP
✚
|
TX | 0.2 |
|
Openair Financial LLC
✚
|
TX | 0.2 |
|
Concorde Financial Resources I Inc
✚
|
NC | 0.2 |
|
Lobscouser II LLC
✚
|
MO | 0.2 |
|
Gragg & Gragg LLP
✚
|
NC | 0.2 |
|
Entelechy LLC
✚
|
MD | 0.2 |