Overview
Assets Under Management: $5.0 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 8
Average Client Assets: $390 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.98
Average High-Net-Worth Client Assets: $390 million
Total Client Accounts: 12,603
Discretionary Accounts: 12,603
Regulatory Filings
CRD Number: 153577
Filing ID: 1967595
Last Filing Date: 2025-03-25 15:29:00
Website: https://rbadvisors.com