Rdm Capital Associates Inc.

Rdm Capital Associates Inc. (CRD# 106941) is a financial advisory firm headquartered in Red Bank, NJ. They manage $107,080,550 in 226 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
263 Broad St, Red Bank, NJ 07701
https://www.linkedin.com/company/2647658/
By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $473,808
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Rdm Capital Associates Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Bruno Larocca, financial advisor Red Bank NJ
Bruno Larocca
CRD#: 865368
263 Broad St, Red Bank, NJ 07701

Bruno Larocca (CRD# 865368) is an Investment Advisor Representative working at Rdm Capital Associates Inc. in Red Bank, NJ and has 1 year of experience in the finance industry.

2
Matthew Larocca, financial advisor Red Bank NJ
Matthew L. Larocca
CRD#: 5873426
263 Broad St, Red Bank, NJ 07701

Matthew Larocca (CRD# 5873426) is an Investment Advisor Representative working at Rdm Capital Associates Inc. in Red Bank, NJ and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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