$9.8M Total AUM
$9.8M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-22-2004
- Office Locations
- 1
Office Locations
-- Lakewood OH
About Ronald J. Rich Financial Advising
Ronald J. Rich Financial Advising is a Lakewood-based RIA. The firm has been operating for 21 years. Managing $9.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$9.8M AVG AUM / ADVISOR
$750.5K AVG AUM / CLIENT
19.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RONALD JAMES RICH
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4851938
- 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 | $9,756,855 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,756,855 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Cash:
Available Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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