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RDA FINANCIAL NETWORK
AKRON, IA
888-300-4975
SEC #801-69651Total AUM
$675.2M
Employees
17Clients
1,521Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
321 REED STREET
SUITE #2
AKRON
IA 51001
United States
SUITE #2
AKRON
IA 51001
United States
Operating Hours
8:30 TO 5:00
Monday - Friday
Monday - Friday
Phone
888-300-4975
Other Offices
15
Financials
Total AUM
$675.2M
Accounts
1,522Discretionary
$675.2M
Accounts
1,522Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,488AUM
$550.1M
HNW Individual Clients
26AUM
$118.2M
Charitable Organization Clients
2AUM
$4.3M
Corporation or Business Clients
5AUM
$2.6M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALARAZCACOCTDCFLGAIAIDILINKSKYLAMAMDMIMNMOMSNCNDNENJNMNYOHOKORPASCSDTNTXUTVAVIWAWIWV
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.