A
$771.8K Total AUM
$771.8K Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Transamerica
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-21-2021
- Office Locations
- 1
Office Locations
-- Cedar Rapids IA
About Ares-Bound Capital
Ares-Bound Capital is a Cedar Rapids-based RIA. The firm has been operating for 4 years. Managing $771.8K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Transamerica.
Team overview
30 AVG AGE
$771.8K AVG AUM / ADVISOR
$33.6K AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Riddhiman Moharar
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #7328429
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $771,766 | -- |
| Non-Discretionary | $0 | -- |
| Total | $771,766 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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