R
$8.5M Total AUM
$8.5M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-19-2021
- Office Locations
- 1
Office Locations
46179 Westlake Drive Suite 330 Potomac Falls VA
About Rule72 Financial
Rule72 Financial is a veteran-owned private wealth firm serving individuals, families, entrepreneurs and business owners with thoughtful financial planning, legacy guidance, and bespoke portfolio advice or ongoing management. The team emphasizes a long-term, time-tested approach to preserve and grow capital, with portfolios custodied at Charles Schwab. Capacity is managed by limiting new enrollments in some months.
Team overview
-- AVG AGE
$8.5M AVG AUM / ADVISOR
$242.1K AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
DAVID ALLEN MILLER
Chief Compliance Officer, Owner, Principal
- CRD
- #7026865
- 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 | $8,473,549 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,473,549 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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