Overview
Assets Under Management: $579 million
Headquarters: AKRON, IA
High-Net-Worth Clients: 10
Average Client Assets: $5 million
Frequently Asked Questions
RDA FINANCIAL NETWORK, INC. 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 #147309), RDA FINANCIAL NETWORK, INC. is subject to fiduciary duty under federal law.
RDA FINANCIAL NETWORK, INC. is headquartered in AKRON, IA.
RDA FINANCIAL NETWORK, INC. serves 10 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, RDA FINANCIAL NETWORK, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
RDA FINANCIAL NETWORK, INC. manages $579 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, RDA FINANCIAL NETWORK, INC. 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, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 8.07
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 3,347
Discretionary Accounts: 3,347
Regulatory Filings
CRD Number: 147309
Filing ID: 1973264
Last Filing Date: 2025-03-31 13:55:00
Website: https://rdafn.com