RTD FINANCIAL ADVISORS INC

30 S. 17th Street
Ste 1620
Philadelphia, Pennsylvania 19103
Tel: 215-557-3800

About RTD FINANCIAL ADVISORS INC

RTD FINANCIAL ADVISORS INC, formally registered with the SEC as RTD FINANCIAL ADVISORS INC. The firm was established in 06/13/1983. They have over 5 offices throughout the country.

RTD FINANCIAL ADVISORS INC is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $2,117,414,764 assets under management, offering retirement planning & investment advisory services to 2878 clients. The firm is staffed with 44 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110744
SEC#	801-19015
Assets Managed by Firm	$2,117,414,764
No. of Clients	2878
No. of Advisors	44

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2878	$2,117,414,764
Individuals (other than high net worth individuals)	150	$50,174,092
High net worth individuals	445	$1,384,942,292
Pension and profit sharing plans	51	$593,016,502
Charitable organizations	Fewer than 5 clients	$4,021,657
Corporations or other businesses	26	$78,804,839

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SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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