R
$7.8M Total AUM
$7.8M Disc. AUM
-- 3Y CAGR
0 Employees
132 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-07-2005
- Office Locations
- 1
Office Locations
-- Glen Ellyn IL
About RJ Aubrey Investments Corp.
RJ Aubrey Investments Corp. is a Glen Ellyn-based RIA. The firm has been operating for 20 years. Managing $7.8M in total assets under management, They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$59.4K AVG AUM / CLIENT
20.9 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
20yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
RONALD JOSEPH AUBREY
Founder, President
- CRD
- #4930470
- 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 | $7,841,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,841,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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