$164.5M Total AUM
$164.5M Disc. AUM
-- 3Y CAGR
4 Employees
127 ADV. Clients
15 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-10-2011
- Office Locations
- 1
Office Locations
263 Broad ST RED Bank NJ
About RDM Capital Associates INC
RDM Capital Associates INC is a RED Bank-based RIA. The firm has been operating for 15 years. Managing $164.5M in total assets under management, with 3 advisory representatives. They custody assets with Pershing.
Team overview
31 AVG AGE
$54.8M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
10.6 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
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Investment Vehicles
Available
Platform
Available
Services
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Technology
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Owner & Executives
B
BRUNO LAROCCA
President, Private Wealth Advisor
- CRD
- #865368
- Ownership
- 75% or more
Available
Available
Available
M
MATTHEW LATIMER LAROCCA
Chief Compliance Officer, MANAGING DIRECTOR, Private Wealth Advisor, TREASURER
- CRD
- #5873426
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 2 owners & executives
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A
ALEXANDER J STRAUSS
Private Wealth Advisor
- CRD
- #6346353
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $164,459,124 | $642,418 |
| Non-Discretionary | $0 | -- |
| Total | $164,459,124 | $642,418 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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