Rdl Financial, Inc. is a large advisory firm based in Fairfax. It manages $286.3 million of regulatory assets for 596 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, District of Columbia, Florida, and 6 other states.
Rdl Financial provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rdl Financial, Inc. is $286.3 million. The firm's AUM has grown by 208% since the beginning of its operation, and $11.92 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Rdl Financial, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Rdl Financial is high net worth individuals with 90 clients and $211.73 million of assets under management. Among the 9 most similar advisory firms, Rdl Financial has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $286.3 million for 262 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 9% of the firm’s clients are foreign persons or businesses.
Rdl Financial doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Rdl Financial, Inc. performs its advisory services is located at 4401 Fair Lakes Court, Fairfax, VA 22033, which is also the mailing address of the firm. An additional office of the firm is in Washington, DC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 703-502-9500 or by fax 703-502-3970. The normal business hours are 8:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at thewolfgroup.com.