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⚲
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| RSW Investments Holdings LLC
✚
| |
|---|---|
| CRD # | 302023 |
| SEC # | 801-115302 |
| CIK # | |
| AUM | $2.3 BB (2024-05-07) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 908-273-4311 |
| Address | 47 Maple Street Summit, NJ 07901 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 464 | 0.2 |
| (b) Individuals (high net worth individuals) | 990 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,715 | 2.3 |
| By Discretionary | ||
| Discretionary | 1,715 | 2.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,715 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 1,715 | 2.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fairway Wealth LLC
✚
|
OH | 2.3 |
|
Lion Street Advisors LLC
✚
|
TX | 2.3 |
|
Girard Advisory Services LLC
✚
|
PA | 2.3 |
|
PFG Advisors LLC
✚
|
AZ | 2.3 |
|
Stadion Money Management LLC
✚
|
GA | 2.3 |
|
Barwick & Partners Inc
✚
|
WA | 2.3 |
|
Sovereign Investment Advisors LLC
✚
|
AZ | 2.3 |
|
Heitman Real Estate Securities LLC
✚
|
IL | 2.3 |
|
Mar Vista Investment Partners LLC
✚
|
CA | 2.3 |
|
Quantum Advisors Private Limited
✚
|
2.3 |