Overview
Assets Under Management: $4.0 billion
Headquarters: DALLAS, TX
High-Net-Worth Clients: 422
Average Client Assets: $9.0 million
Frequently Asked Questions
RGT WEALTH ADVISORS 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 #104953), RGT WEALTH ADVISORS is subject to fiduciary duty under federal law.
RGT WEALTH ADVISORS is headquartered in DALLAS, TX.
RGT WEALTH ADVISORS serves 422 high-net-worth clients according to their SEC filing dated May 24, 2018. View client details ↓
According to their SEC Form ADV, RGT WEALTH ADVISORS offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
RGT WEALTH ADVISORS manages $4.0 billion in client assets according to their SEC filing dated May 24, 2018.
According to their SEC Form ADV, RGT WEALTH ADVISORS serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Recent Rankings
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 422
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.80%
Average Client Assets: $9.0 million
Total Client Accounts: 3,884
Discretionary Accounts: 3,512
Non-Discretionary Accounts: 372
Regulatory Filings
CRD Number: 104953
Filing ID: 1220031
Last Filing Date: 2018-05-24 13:16:00