Rtd Financial Advisors Inc
● SEC registered since 1983CRD 110744SEC# 801-19015Philadelphia, PA
Reg. AUM
$2.72B
Employees
39
Accounts
3,093
Location
Philadelphia, PA
Rtd Financial Advisors Inc assets under management
Rtd Financial Advisors Inc is an SEC-registered investment adviser based in Philadelphia, PA. The firm has been registered since 1983. It reports $2.7 billion in regulatory assets under management and employs 39 people.
Rtd Financial Advisors Inc owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Jacob Zacok | Director Of Financial Planning Standards/Senior Financial Planner | Under 5% | 2025 |
| Christopher None Vassallo | Vice President Of Client Development | 5-10% | 2017 |
| Gregory John Young Control | Chief Investment Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Rtd Financial Advisors Inc manage?
Rtd Financial Advisors Inc reports $2.7 billion in regulatory assets under management on its Form ADV.
How many employees does Rtd Financial Advisors Inc have?
Rtd Financial Advisors Inc reports 39 employees.
Where is Rtd Financial Advisors Inc located?
Rtd Financial Advisors Inc is based in Philadelphia, PA and has been SEC-registered since 1983.
Does Rtd Financial Advisors Inc disclose fund performance?
Rtd Financial Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 30 S. 17th Street, Ste 1620, Philadelphia, PA 19103 |
| Phone | 215-557-3800 |
| Fax | 215-557-3814 |
| Office hours | 9-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.72B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$2.72Bregulatory AUM
Discretionary $2.7BNon-discretionary $23.2M