R
$53.6M Total AUM
$29.9M Disc. AUM
-- 3Y CAGR
1 Employees
61 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-14-2010
- Office Locations
- 1
Office Locations
-- Portland OR
About RX Investment Solutions LLC
RX Investment Solutions LLC is a Portland-based RIA. The firm has been operating for 16 years. Managing $53.6M in total assets under management, with 1 advisory representatives. They custody assets with Axos and Charles Schwab & Company.
Team overview
-- AVG AGE
$53.6M AVG AUM / ADVISOR
$878.2K AVG AUM / CLIENT
16.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROBERT BRIAN PRALL
Principal
- CRD
- #2585465
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,880,096 | -- |
| Non-Discretionary | $23,691,004 | -- |
| Total | $53,571,100 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing