R
$1.8M Total AUM
$1.8M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-29-2015
- Office Locations
- 1
Office Locations
6 Norrie Court Germantown NY
About Ryefield Capital, LLC
Ryefield Capital, LLC is a Germantown-based RIA. The firm has been operating for 11 years. Managing $1.8M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Merrill Lynch.
Team overview
78 AVG AGE
$1.8M AVG AUM / ADVISOR
$128.6K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ALAN E. LAX
Investment Advisor, President
- CRD
- #4185945
- 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 | $1,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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