R
$19.1M Total AUM
$19.1M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
22 yrs Firm Age
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- Custodian
- Axos · Interactive Brokers · Merrill Lynch · Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-25-2004
- Office Locations
- 1
Office Locations
-- Danville CA
About RG Capital Management, LLC
RG Capital Management, LLC is a Danville-based RIA. The firm has been operating for 22 years. Managing $19.1M in total assets under management, with 1 advisory representatives. They custody assets with Axos and Interactive Brokers.
Team overview
-- AVG AGE
$19.1M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
22.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RAVI GANJOO
Investment Advisor, Managing Member
- CRD
- #3181603
- 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 | $19,125,037 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,125,037 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Derivatives:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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