185 Great Neck Road
Suite 306
Great Neck, New York 11021
Tel: 516-665-1945
RGA INVESTMENT ADVISORS, LLC, formally registered with the SEC as RGA INVESTMENT ADVISORS, LLC. The firm was established in 05/06/2021. They have over 2 offices throughout the country.
RGA INVESTMENT ADVISORS, LLC is a Great Neck, New York based Financial Planning firm with nearly $90,764,998 assets under management, offering retirement planning & investment advisory services to 227 clients. The firm is staffed with 3 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 149171 |
| SEC# | 801-121126 |
| Assets Managed by Firm | $90,764,998 |
| No. of Clients | 227 |
| No. of Advisors | 3 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 227 | $90,764,998 |
| Individuals (other than high net worth individuals) | 73 | $21,023,430 |
| High net worth individuals | 24 | $69,741,568 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,549,092,782,514 | 92898 | 3167 | |
| $1,661,286,615,154 | 189311 | 1305 | |
| $1,402,425,838,334 | 2405783 | 29300 | |
| $1,288,497,806,439 | 2184 | 6407 | |
| $1,271,593,679,276 | 2911578 | 34934 |
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