$8.3M Total AUM
$8.2M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-02-1998
- Office Locations
- 1
Office Locations
-- Newtown CT
About RLS Financial Group, Inc.
RLS Financial Group, Inc. is a Newtown-based RIA. The firm has been operating for 27 years. Managing $8.3M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$8.3M AVG AUM / ADVISOR
$294.9K AVG AUM / CLIENT
27.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROBERT LLOYD SHOHET
President
- CRD
- #1396727
- 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 | $8,195,625 | -- |
| Non-Discretionary | $62,228 | -- |
| Total | $8,257,853 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available Equity - Exchange:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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