Overview
Assets Under Management: $579 million
Headquarters: AKRON, IA
High-Net-Worth Clients: 10
Average Client Assets: $5 million
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