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| Keyboard |
| RTD Financial Advisors Inc
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|---|---|
| CRD # | 110744 |
| SEC # | 801-19015 |
| CIK # | 0001810555 |
| AUM | 2,724.6 M (2026-02-26) |
| Employees | 39 (56% Investors, 0% Brokers) |
| Phone | 215-557-3800 |
| Address | 30 S 17th Street Philadelphia, PA 19103 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 225 | 0.1 |
| (b) Individuals (high net worth individuals) | 494 | 1.7 |
| (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 | 53 | 0.8 |
| (h) Charitable organizations | 2 | 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 | 63 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,093 | 2.7 |
| By Discretionary | ||
| Discretionary | 3,076 | 2.7 |
| Non-Discretionary | 17 | 0.0 |
| Total | 3,093 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 3,093 | 2.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001810555] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Serves | Institutional, Retail |
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