RGA Investment Advisors, LLC

RIASEC RegisteredEst. 2021

Total AUM

$101M

Discretionary

$101M

100% of AUM

Avg account

$357K

Accounts

283

Employees

Advisory reps

Firm details

Headquarters: Great Neck, New York
CRD number: 149171
Registered since: May 6, 2021
Website: www.rgaia.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI52.83%
Individuals30.78%
Pooled Investment Vehicles16.39%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

RGA Investment Advisors, LLC is an independent, SEC-registered registered investment adviser founded in 2021 and organized as an LLC. The firm serves both individuals and families as well as institutional clients, offering financial planning and portfolio management across individual, pooled-vehicle, small business, and institutional mandates. Its fee arrangements include asset-based fees, fixed fees, and performance-based fees. RGA identifies equities as a core preference and is not characterized as an active ESG investor. The firm also takes on sponsor and managing-member roles for pooled investment vehicles, indicating direct involvement in the governance and structure of funds it manages or sponsors.