← Back to searchVisit website
R-TECH ADVISORS, INC.
CRD 146541
21331 COSTANSO STREET, WOODLAND HILLS, CA, 91364, United States
Phone
(818) 883-5356
Fax
(747) 900-2588
Registration
— (—)
Source
State registered
Total AUM
$61.5M
Discretionary AUM
$18.4M
Team
7 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsBUSINESS CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $4.7M |
| High net worth individuals | 8 | $0 |
| Pension/profit sharing plans | 57 | $56.8M |
All web addresses on file
Official SEC filing: View on IAPD