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$337.9M Total AUM
$57.5M Disc. AUM
-- 3Y CAGR
7 Employees
115 ADV. Clients
22 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-19-2003
- Office Locations
- 1
Office Locations
401 E. Pratt Street Suite 312 Baltimore MD
About Technomart RGA INC
TECHNOMART RGA INC (CRD 107891) is a Baltimore, MD retail investment advisory firm offering separately managed accounts built primarily with ETFs. The firm is led by President H. Joseph E. Parnes and operates from a single office, with client assets custodied through TD Ameritrade.
Team overview
-- AVG AGE
$337.9M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
4.4 yrs AVG TENURE
7 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
H
H. JOSEPH E. PARNES
President
- CRD
- #4341628
- 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 | $57,450,000 | -- |
| Non-Discretionary | $280,499,124 | -- |
| Total | $337,949,124 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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