R
$564.6M Total AUM
$161.1M Disc. AUM
-- 3Y CAGR
12 Employees
82 ADV. Clients
11 yrs Firm Age
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- Custodian
- Assetmark
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-09-2015
- Office Locations
- 2
Office Locations
307 Fourth Avenue Suite 1300 Pittsburgh PA
92 East Main Street Suite 203 Somerville NJ
About Reedmark Advisors, LLC
Reedmark Advisors, LLC is a Somerville-based RIA with 2 offices. The firm has been operating for 11 years. Managing $564.6M in total assets under management, with 9 advisory representatives. They custody assets with Assetmark.
Team overview
56 AVG AGE
$62.7M AVG AUM / ADVISOR
$6.9M AVG AUM / CLIENT
4 yrs AVG TENURE
12 Employees
9 Advisory Reps
5 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
VINCENT ERNEST ZULLO
Chief Compliance Officer
- CRD
- #2858368
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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ANTHONY JOSEPH PASCAZIO
Managing Member
- CRD
- #1039014
Available
Available
Available
STEVEN CARL PRICE
Senior Consultant - Member
- CRD
- #2543650
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $161,149,960 | $2,984,259 |
| Non-Discretionary | $403,404,579 | $17,539,330 |
| Total | $564,554,539 | $7,331,877 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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