$91.2M Total AUM
$91.2M Disc. AUM
-- 3Y CAGR
4 Employees
107 ADV. Clients
24 yrs Firm Age
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- Custodian
- Equity Trust ยท Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2001
- Office Locations
- 1
Office Locations
420 Benigno Blvd., 1ST Floor KOR-East, Unit A Bellmawr NJ
About Rmas, Inc.
ProSight Financial Association is a non-lobbying financial services industry association formed from two established groups. It provides member programs and professional development, including the ProSight Fraud Alert Network for fraud-prevention collaboration and alerts (complimentary for members for one year), along with practical frameworks like an AI use case template and an industry journal focused on evolving fraud threats.
Team overview
-- AVG AGE
$45.6M AVG AUM / ADVISOR
$852.6K AVG AUM / CLIENT
20.2 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
24yrs Firm Age
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
WILLIAM ROSS SMALL
DIRECTOR, President
- CRD
- #426680
- Ownership
- 25% but less than 50%
Available
Available
Available
K
KRISTEN SMALL MAUGHAN
--
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,225,333 | $66,753 |
| Non-Discretionary | $0 | -- |
| Total | $91,225,333 | $66,753 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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