Overview
Assets Under Management: $101 million
Headquarters: GREAT NECK, NY
High-Net-Worth Clients: 19
Average Client Assets: $2.8 million
Frequently Asked Questions
RGA INVESTMENT 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 #149171), RGA INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
RGA INVESTMENT ADVISORS, LLC is headquartered in GREAT NECK, NY.
RGA INVESTMENT ADVISORS, LLC serves 19 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, RGA INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
RGA INVESTMENT ADVISORS, LLC manages $101 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, RGA INVESTMENT ADVISORS, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.83%
Average Client Assets: $2.8 million
Total Client Accounts: 283
Discretionary Accounts: 283
Regulatory Filings
CRD Number: 149171
Filing ID: 2074770
Last Filing Date: 2026-03-23 09:52:55