RDG CAPITAL MANAGEMENT LLC
Total AUM
$131.8M
Employees
3Clients
91Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
20 OFFICE PARK WAY
SUITE 140
PITTSFORD
NY 14534
United States
SUITE 140
PITTSFORD
NY 14534
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
585-673-2690
Financials
Total AUM
$131.8M
Accounts
91Discretionary
$76.9M
Accounts
52Non-Discretionary
$54.9M
Accounts
39
Clients
Individual Clients
25AUM
$12.6M
HNW Individual Clients
21AUM
$58.9M
Pension/Profit Sharing Plan Clients
39AUM
$54.9M
Corporation or Business Clients
6AUM
$5.4M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLNYTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.