RICHR MONEY LLC
Adviser information for RICHR MONEY LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-124697 |
|---|---|
| SEC ERA File Number | 801-124697 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 318725 |
| Legal Entity Identifier | None |
Principal Office
2627 NE 203RD STSUITE 202
MIAMI
FL
United States
Monday - Friday, 9AM - 5PM
Tel: (844)-957-4247, Fax: 650-950-5717
Websites
Chief Compliance Officer
GLENN ORGIN
CHIEF COMPLIANCE OFFICER
2627 NE 203RD STREET
SUITE 202
MIAMI
FL
United States
Tel:
(844)-957-4247
Fax:
650-950-5717
G****@********M
(Full email address available in API data)
Industry Affiliates
| RICHR INS HOLDINGS LLC | Insurance company or agency |
| RICHR TITLE LLC | Insurance company or agency |
| WEALTHY TITLE LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RUBIN, JASON, ROSS | Individual | – | CHIEF DEVELOPMENT OFFICER | 01/2022 | < 5% |
| RICHR INC. | Domestic Entity | – | OWNER | 01/2022 | > 75% |
| ORGIN, GLENN, STEVEN | Individual | RICHR INC. | CHIEF EXECUTIVE OFFICER | 10/2018 | |
| ORGIN, GLENN, STEVEN | Individual | – | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | 01/2022 | < 5% |
| HANONO, JOSEPH, SALOMON | Individual | – | CHIEF INSURANCE OFFICER | 01/2022 | < 5% |
| McDermott, Michael, James | Individual | – | ADVISOR | 05/2023 | < 5% |