$124.3M Total AUM
$124.3M Disc. AUM
-- 3Y CAGR
1 Employees
170 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-06-2020
- Office Locations
- 1
Office Locations
2520 Highway 35, Suite 103 Manasquan NJ
About Rilex Capital LLC
Rilex Capital LLC is a New Jersey-based RIA with offices in Monmouth and Ocean County, serving retail and institutional clients including business owners. The firm provides financial planning, asset management, portfolio construction, and estate/tax and insurance planning. Portfolios are largely ETF-based, and client assets are custodied with Charles Schwab.
Team overview
63 AVG AGE
$124.3M AVG AUM / ADVISOR
$730.9K AVG AUM / CLIENT
5.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PETER J. MALDJIAN
Chief Compliance Officer, Partner
- CRD
- #4471819
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,252,334 | $730,896 |
| Non-Discretionary | $0 | -- |
| Total | $124,252,334 | $730,896 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Corporate - Investment Grade:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing