CRD: 121777
R.g. Associates, Inc.
Towson, MD, 21286
4104995924
$8.5M Total AUM
$8.5M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
33 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-12-1993
- Office Locations
- 1
Office Locations
1510 Pinnacle RD Towson MD
About R.g. Associates, Inc.
R.g. Associates, Inc. is a Towson-based RIA. The firm has been operating for 33 years. Managing $8.5M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management, Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$8.5M AVG AUM / ADVISOR
$353.3K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
33yrs Firm Age
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Investment Vehicles
Vital
Services
Prime crest Insight Foundation
Owner & Executives
J
JOHN THEODORE CIESIELSKI JR
Associate, Chief Compliance Officer, President
- CRD
- #1424003
- Ownership
- 75% or more
(769) 208-5666
quantum.meridian@catalystcapital.com
in linkedin.com/in/fusion-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,478,496 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,478,496 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,478,496
Equity - Exchange:
47.8% Cash:
52.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,912,568,552 | 47.8% |
| Cash | $3,180,671,096 | 52.2% |
| Total | $6,093,239,648 | 100.0% |