Rclco Fund Advisors, LLC

RIASEC RegisteredEst. 2014
Total AUM
Avg account
$0
Accounts
0
Employees
55
Advisory reps
3

Firm details

Headquarters
Los Angeles, California
CRD number
167905
Registered since
June 9, 2014
Fee structure
Hourly Charges, Fixed Fees, Performance Based Fees, Other
Services
Pension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Rclco Fund Advisors, LLC is an independent SEC-registered investment adviser organized as a limited liability company and registered with the SEC in 2014. Ownership is described as a combination of a domestic entity and an individual. The firm provides pension consulting and delivers educational seminars and workshops; it is explicitly identified as a pension consultant. It does not flag itself as an active ESG investor, is not a multi-state adviser, and does not operate as a related adviser. The firm’s charging model includes hourly and fixed fees alongside performance-based arrangements and other fee structures, indicating flexibility across advisory engagements. The data also notes that Rclco Fund Advisors is not a capital allocator, which suggests its primary activities focus on advisory and consulting rather than making third‑party allocation decisions on a discretionary basis.

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Taylor Mammen

    Taylor Mammen

    Chief Executive OfficerCRD 6626729

Contacts

2 of 2
  • Casey Cassity

    Senior Compliance OfficerCRD 4791467

  • Gadi Kaufmann

    Gadi Kaufmann

    ChairmanCRD 6200618

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
11755 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth