R
$193.2M Total AUM
$193.2M Disc. AUM
3.2% 3Y CAGR
3 Employees
180 ADV. Clients
40 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Tiaa
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-1985
- Office Locations
- 1
Office Locations
-- SAN Antonio TX
About Rmdr Advisors, Inc.
Rmdr Advisors, Inc. is a SAN Antonio-based RIA. The firm has been operating for 40 years. Managing $193.2M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS and Tiaa.
Team overview
70 AVG AGE
$96.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
26.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
40yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROBERT JOHN GEARY
Chief Compliance Officer, President
- CRD
- #852622
- Ownership
- 75% or more
Available
Available
Available
E
EVELYN JEANNEATTE GEARY
President, Secretary, TREASURER
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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STEVEN ARTHUR ZABRISKIE
Financial Advisor
- CRD
- #1521626
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $193,166,185 | $395,832 |
| Non-Discretionary | $0 | -- |
| Total | $193,166,185 | $395,832 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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