R
$74.5M Total AUM
$74.5M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
10 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-03-2016
- Office Locations
- 1
Office Locations
-- Stevensville MD
About RCN Wealth Advisors, Inc.
RCN Wealth Advisors is a fee-based RIA providing holistic financial and retirement planning alongside investment management and tax/estate planning for individuals, families, and business owners. Portfolios are bespoke and risk-managed, commonly implemented with public funds and ETFs and complemented by fixed income. Custody is through Charles Schwab.
Team overview
36 AVG AGE
$74.5M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
N
NICHOLAS ROBERT LUMPP
President, Wealth Advisor
- CRD
- #5283280
- Ownership
- 75% or more
Available
Available
Available
J
JOHN THOMAS MCDEVITT
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,529,000 | $428,328 |
| Non-Discretionary | $0 | -- |
| Total | $74,529,000 | $428,328 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Derivatives:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing