$24.8M Total AUM
$24.8M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
-- Oracle AZ
About RH Knapp & Co.
RH Knapp & Co. is a Oracle-based RIA. The firm has been operating for 27 years. Managing $24.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
-- AVG AGE
$24.8M AVG AUM / ADVISOR
$538.1K AVG AUM / CLIENT
27.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RONALD HEFLIN KNAPP
Chief Compliance Officer, President, Senior Manager
- CRD
- #723267
- 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 | $24,753,645 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,753,645 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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