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Building 2RGA INVESTMENT ADVISORS, LLC

Map pinGREAT NECK, NY
Phone516-665-1945
NotebookSEC #801-121126
Total AUM
$101.1M
Employees
4
Clients
100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
185 GREAT NECK ROAD
SUITE 306
GREAT NECK
NY 11021
United States
Operating Hours
8AM - 6PM
Monday - Friday
Phone
516-665-1945
Other Offices
2

ReceiptFinancials

Total AUM
$101.1M
Accounts
283
Discretionary
$101.1M
Accounts
283
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
80
AUM
$31.1M
HNW Individual Clients
19
AUM
$53.4M
Pooled Vehicle Clients
1
AUM
$16.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMNNJNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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