Overview
Assets Under Management: $817 million
Headquarters: RENO, NV
High-Net-Worth Clients: 193
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 193
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.79
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,382
Discretionary Accounts: 1,382
Regulatory Filings
CRD Number: 125678
Filing ID: 1986423
Last Filing Date: 2025-04-30 20:40:00
Website: https://rbcapitalmanagement.com