R Gregory Souder
RIAState Registered
Total AUM
$3.9M
Discretionary
$3.9M
100% of AUM
Avg account
$84.6K
Accounts
46
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 115061
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
R Gregory Souder operates as a sole proprietorship and is registered as an independent registered investment adviser. The business is owner-operated by R Gregory Souder and focuses on fee-based portfolio management for individuals and small businesses, charging a percentage of assets under management. The practice reports a client base of individuals and families, is not structured as a capital allocator or a pension consultant, and does not position itself as an ESG-focused or multi-state advisory firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Cash & Cash Equivalents8%
- Derivatives5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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