R
$68.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-14-2012
- Office Locations
- 1
Office Locations
25 Mitchell Blvd., Suite 1 SAN Rafael CA
About Ritter Wealth Counsel
Ritter Wealth Counsel is a SAN Rafael-based RIA. The firm has been operating for 14 years. Managing $68.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$68.6M AVG AUM / ADVISOR
$3.6M AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BRUCE CHARLES RITTER
Chief Compliance Officer
- CRD
- #1706528
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $68,604,000 | $2,281,133 |
| Total | $68,604,000 | $2,281,133 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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