R
$544.4K Total AUM
$544.4K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-23-2018
- Office Locations
- 1
Office Locations
-- Malvern PA
About ROW Your OWN Boat
ROW Your OWN Boat is a Malvern-based RIA. The firm has been operating for 8 years. Managing $544.4K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$544.4K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
8.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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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
E
ERICH ALFRED BARCHI
Chief Compliance Officer, Chief Investment Officer, Financial Services Representative, Managing Member
- CRD
- #6497539
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $544,414 | -- |
| Non-Discretionary | $0 | -- |
| Total | $544,414 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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