R
$20.5M Total AUM
$20.5M Disc. AUM
-- 3Y CAGR
1 Employees
71 ADV. Clients
30 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-11-1996
- Office Locations
- 3
Office Locations
-- Brooklyn NY
-- Burlington CT
-- Southington CT
About Rioux & Company, LLC
Rioux & Company, LLC is a Burlington-based RIA with 3 offices. The firm has been operating for 30 years. Managing $20.5M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$20.5M AVG AUM / ADVISOR
$288.2K AVG AUM / CLIENT
13 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DAVID ARTHUR RIOUX
Chief Compliance Officer, Owner
- CRD
- #710871
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
JACK R NICKLIS
Tax Consultant
- CRD
- #5768951
Available
Available
Available
P
PABLO RENE ROSSETTI
Financial Advisor
- CRD
- #1351622
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,463,947 | $50,650 |
| Non-Discretionary | $0 | -- |
| Total | $20,463,947 | $50,650 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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