Overview
Assets Under Management: $1.7 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 121
Average Client Assets: $9.5 million
Frequently Asked Questions
RCL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142919), RCL ADVISORS, LLC is subject to fiduciary duty under federal law.
RCL ADVISORS, LLC is headquartered in NEW YORK, NY.
RCL ADVISORS, LLC serves 121 high-net-worth clients according to their SEC filing dated August 02, 2018. View client details ↓
According to their SEC Form ADV, RCL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
RCL ADVISORS, LLC manages $1.7 billion in client assets according to their SEC filing dated August 02, 2018.
According to their SEC Form ADV, RCL ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 121
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.61%
Average Client Assets: $9.5 million
Total Client Accounts: 1,129
Discretionary Accounts: 3
Non-Discretionary Accounts: 1,126
Regulatory Filings
CRD Number: 142919
Filing ID: 1232041
Last Filing Date: 2018-08-02 15:34:00