$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Guggenheim
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-15-2010
- Office Locations
- 1
Office Locations
-- White Plains NY
About System Research, LLC
System Research, LLC is an owner-led RIA in White Plains, NY (Managing Member Vinay Munikoti) serving retail clients, including entrepreneurs. The firm provides portfolio construction and builds ETF- and mutual-fund-based allocations, with stated interest in alternatives, hedge funds, fixed income, and digital assets/cryptocurrency. Custody is held with major platforms such as Schwab and Fidelity/NFS.
Team overview
51 AVG AGE
$4.0M AVG AUM / ADVISOR
$397.8K AVG AUM / CLIENT
14.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
VINAY MUNIKOTI
Managing Member, Owner
- CRD
- #5851790
- 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 | $3,977,794 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,977,794 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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