CRD: 174397
Railroad Street Wealth Management, LLC
$22.1M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
1 Employees
57 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · State Street · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-26-2015
- Office Locations
- 1
Office Locations
-- Odenton MD
About Railroad Street Wealth Management, LLC
Railroad Street Wealth Management is a Maryland-based RIA providing asset management for clients nationwide. The firm focuses on tactical, rules-based portfolio management using supply/demand and relative strength signals to manage risk, shifting exposure as market conditions change. It offers five adaptive asset-allocation models that move between offensive and defensive positioning.
Team overview
-- AVG AGE
$22.1M AVG AUM / ADVISOR
$388.5K AVG AUM / CLIENT
11.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
CHRISTOPHER WILLIAM MAMUNES
Chief Compliance Officer, PRINCIPAL
- CRD
- #1529895
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,725,975 | -- |
| Non-Discretionary | $19,419,429 | -- |
| Total | $22,145,404 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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