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Building 2RDM CAPITAL ASSOCIATES INC

Map pinRED BANK, NJ
Phone732-576-1671
NotebookSEC #801-129856
Total AUM
$164.5M
Employees
4
Clients
127

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
263 BROAD ST
RED BANK
NJ 07701
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
732-576-1671

ReceiptFinancials

Total AUM
$164.5M
Accounts
256
Discretionary
$164.5M
Accounts
256
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
77
AUM
$20.2M
HNW Individual Clients
49
AUM
$134.6M
Charitable Organization Clients
1
AUM
$9.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNY

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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