R
$181.5M Total AUM
$181.5M Disc. AUM
-- 3Y CAGR
1 Employees
128 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-08-1997
- Office Locations
- 1
Office Locations
-- Pasadena CA
About Richard NEY & Associates Asset Management, Inc.
Richard NEY & Associates Asset Management, Inc. is a Pasadena-based RIA. The firm has been operating for 29 years. Managing $181.5M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$181.5M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
29.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
29yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MEI-LEE NEY
Chief Compliance Officer, Financial Advisor, President
- CRD
- #4357990
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $181,541,722 | $261,033 |
| Non-Discretionary | $0 | -- |
| Total | $181,541,722 | $261,033 |
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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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