R
$39.7M Total AUM
$39.7M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-06-2022
- Office Locations
- 1
Office Locations
-- Palm Beach Gardens FL
About Registered Investment Advisors, LLC
Registered Investment Advisors, LLC is a Palm Beach Gardens-based RIA. The firm has been operating for 4 years. Managing $39.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$39.7M AVG AUM / ADVISOR
$684.6K AVG AUM / CLIENT
4.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STACY VERONICA BOND
Owner
- CRD
- #4038633
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,707,633 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,707,633 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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