|
⚲
|
| RTD Financial Advisors Inc
✚
|
|
|---|---|
| CRD # | 110744 |
| SEC # | 801-19015 |
| CIK # | 0001810555 |
| AUM | $1.9 BB (2023-03-16) |
| Employees | 38 (45% Investors, 0% Brokers) |
| Phone | 215-557-3800 |
| Address | 30 S 17th Street Philadelphia, PA 19103 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 0.0 |
| (b) Individuals (high net worth individuals) | 451 | 1.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 46 | 0.7 |
| (h) Charitable organizations | 3 | 0.0 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,500 | 2.2 |
| By Discretionary | ||
| Discretionary | 2,481 | 2.2 |
| Non-Discretionary | 19 | 0.0 |
| Total | 2,500 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 2,500 | 2.2 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001810555] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Advisor Partners II LLC
✚
|
CA | 1.9 |
|
LVW Advisors LLC
✚
|
NY | 1.9 |
|
Mercury Advisory LLC
✚
|
CA | 1.9 |
|
Bridgewater Advisors Inc
✚
|
NY | 1.9 |
|
Tributary Capital Management LLC
✚
|
NE | 1.9 |
|
Wealthsource Partners LLC
✚
|
CA | 1.9 |
|
Meritage Portfolio Management Inc
✚
|
KS | 1.9 |
|
Glassman Wealth Services LLC
✚
|
VA | 1.9 |
|
McKinley Carter Wealth Services Inc
✚
|
WV | 1.9 |
|
Performance Wealth Partners LLC
✚
|
IL | 1.9 |