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| Happy Holidays!! thanks for using AUM13F!! |
| RSD Advisors LLC
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| CRD # | 152447 |
| SEC # | 801-125917 |
| CIK # | |
| AUM | $48.3 M (2025-03-06) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 347-689-2237 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 4.3 |
| (b) Individuals (high net worth individuals) | 13 | 43.3 |
| (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 | 0.7 |
| (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 | 64 | 48.3 |
| By Discretionary | ||
| Discretionary | 63 | 47.5 |
| Non-Discretionary | 1 | 0.7 |
| Total | 64 | 48.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 48.3 | |
| Total | 64 | 48.3 |
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|---|---|---|
|
Stewardship Financial Services Inc
✚
|
NY | 0.0 |
|
Birch Wealth Inc
✚
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NY | 0.0 |
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IA | 0.0 |
|
FBD Asset Mgmt LLC
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|
Mountain View Strategic Wealth LLC
✚
|
NY | 0.0 |
|
Hyland Bruce Tappan
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|
0.0 | |
|
Swarthmore Asset Management Ltd
✚
|
NY | 0.0 |
|
Peconic Asset Planning Inc
✚
|
NY | 0.0 |
|
Catalyst Wealth Management LLC
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|
TX | 0.0 |
|
Trio Advisors Inc
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|
0.0 |