R
$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-09-2021
- Office Locations
- 1
Office Locations
900 E 51st ST STE 111 Austin TX
About Righteous Financial, LLC
Righteous Financial, LLC is a Austin-based RIA. The firm has been operating for 4 years. Managing $4.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
39 AVG AGE
$4.5M AVG AUM / ADVISOR
$504.2K AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MARK ANDREW RUZICKA
Chief Compliance Officer, FOUNDER, Managing Member
- CRD
- #6228787
- 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 | $4,538,083 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,538,083 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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