RSG Wealth Management, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
2

Firm details

Headquarters
Las Vegas, Nevada
CRD number
300943
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

RSG Wealth Management, LLC is organized as a limited liability company and is classified in the dataset as an institutional Registered Investment Adviser owned by an individual. The firm is identified as a capital allocator whose primary advisory activity is the selection of other advisers, indicating a manager-of-managers or outsourced CIO-style role rather than running a broad lineup of in-house strategies. The record lists a nonstandard fee classification and notes the firm does not identify as an active ESG investor. It is not listed as a pension consultant or as a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Allain Roy

    Allain Roy

    President, CEOCRD 7082814

Contacts

1 of 1
  • Dan Stridsberg

    Managing DirectorCRD 4709834

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Las Vegas, NV

Clark

Location

Las Vegas, NV

Headquartered in Las Vegas, NV, anchoring the Las Vegas-Henderson, NV metro in the West.

Metro area
Las Vegas-Henderson, NV
Region
West
County
Clark
Address
708 Canyon Brook Pl
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth