R
$30.4M Total AUM
$30.4M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-1997
- Office Locations
- 1
Office Locations
-- Northridge CA
About Richard N. Sirott Accountancy Corporation
Richard N. Sirott Accountancy Corporation is a Sherwood Forest-based RIA. The firm has been operating for 29 years. Managing $30.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
77 AVG AGE
$30.4M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
29.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
R
RICHARD NORMAN SIROTT
Director, President
- CRD
- #2765151
- 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 | $30,371,022 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,371,022 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Derivatives:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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