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RTC PARTNERS
120 Nw 25th Street
Ste 203
Miami, Florida 33127
Tel: 347-782-3003
About RTC PARTNERS
RTC PARTNERS, formally registered with the SEC as RTC PARTNERS. The firm was established in 08/30/2021. They have over 1 offices throughout the country.
RTC PARTNERS is a Miami, Florida based Financial Planning firm with nearly $212,494,040 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307065 |
| SEC# | 801-122194 |
| Assets Managed by Firm | $212,494,040 |
| No. of Clients | 4 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $212,494,040 |
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