RMDR Advisors Inc

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Assets, Funds, Holdings

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RMDR Advisors Inc
CRD #118473
SEC #801-68095
CIK #
AUM $180.2 M (2025-03-21)
Employees 3 (67% Investors, 0% Brokers)
Phone713-661-3183
Address
Source [IAPD] [Website]
Total AUM ($M)
2502001501005002006201220192026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 133 46.1
(b) Individuals (high net worth individuals) 64 134.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 526 180.2
By Discretionary
Discretionary 526 180.2
Non-Discretionary 0 0.0
Total 526 180.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 180.2
Total 526 180.2
Comparable Firms State AUM ($B)
Locker Financial Services LLC
NJ 0.2
Pacific Financial Strategies Inc
CA 0.2
Blue Marble Investments LLC
CA 0.2
WH CornerStone Investments Inc
MA 0.2
Enspyre Wealth Advisors Inc
MN 0.2
Donalies Financial Planning LLC
0.2
Macroclimate LLC
0.2
Schmidt Jacob Aaron
IN 0.2
Chartist Inc
CA 0.2
Daner Wealth Management LLC
GA 0.2
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