Hedge Fund Database

RTD FINANCIAL ADVISORS INC

Adviser information for RTD FINANCIAL ADVISORS INC last updated from Form ADV on March 5th, 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 Corporation
Fiscal Year End DECEMBER
Legal Location New Jersey, United States

Employees

Total Number of Employees 41
Investment Advisory/Research 16
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 16
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,848 $2.1B
Non-Discretionary 30 $54.5M
Total 2,878 $2.1B

Clients

Type Number RAUM
Individuals 150 $50.2M
HNW Individuals 445 $1.4B
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 51 $593.0M
Charitable organizations <5 $4.0M
State or municipal gov entities <5 $6.5M
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 26 $78.8M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-19015
SEC ERA File Number 801-19015
SEC CIK Numbers 1810555
SEC CRD Numbers 110744
Legal Entity Identifier None

Principal Office

30 S. 17TH STREET
STE 1620
PHILADELPHIA
PA
United States
Monday - Friday, 9-5
Tel: 215-557-3800, Fax: 215-557-3814

Websites

www.linkedin.com/company/rtd-financial-advisors-inc-/ twitter.com/rtdfinancial www.rtdfinancial.com

Chief Compliance Officer

KEVIN J. CREMI
CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS
30 S. 17TH STREET
SUITE 1620
PHILADELPHIA
PA
United States
Tel: 215 557-3800
Fax: 215 557-3814
(Full email address available in API data)

Regulatory Contact

JEFFREY A. WEIAND
CHIEF EXECUTIVE OFFICER
30 S. 17TH STREET
SUITE 1620
PHILADELPHIA
PA
United States
Tel: 215 557-3800
Fax: 215 557-3814
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
WEIAND, JEFFREY, ALAN Individual – CHAIRMAN & CHIEF EXECUTIVE OFFICER 07/2022 10-25%
LABADIE, MARC, CHARLES Individual – EXECUTIVE VICE PRESIDENT 01/2015 10-25%
DURSO, RICHARD, JOHN Individual – CHIEF FINANCIAL OFFICER 07/2013 10-25%
METZ, MITCHELL, JEFFREY Individual – SENIOR VICE PRESIDENT 03/2016 10-25%
VASSALLO, CHRISTOPHER, NONE Individual – VICE PRESIDENT OF CLIENT DEVELOPMENT 03/2017 5-10%
DAVIES, ELIZABETH, ANN Individual – PRESIDENT 03/2017 < 5%
MORAN, RACHEL, FIEWEGER Individual – VICE PRESIDENT OF PERSONAL WEALTH MANAGEMENT 04/2018 5-10%
YOUNG, GREGORY, JOHN Individual – CHIEF INVESTMENT OFFICER 01/2021 < 5%
CREMI, KEVIN, JOHN Individual – CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS 07/2022 < 5%
LOVE, WILLIAM, GEORGE Individual – SENIOR FINANCIAL PLANNER 04/2023 < 5%
OFFERMAN, NICOLE, MARIE Individual – VICE PRESIDENT OF EMPLOYER RETIREMENT PLAN SERVICES 04/2023 < 5%

No. Employees, Historic

5025020202021202220232024202537 on 3/31/202037 on 6/26/202037 on 3/31/202137 on 2/24/202237 on 3/15/202237 on 3/28/202236 on 4/1/202239 on 4/13/202239 on 4/21/202239 on 6/8/202239 on 7/7/202236 on 10/13/202236 on 10/26/202236 on 11/11/202238 on 2/1/202338 on 2/16/202338 on 3/15/202338 on 3/16/202340 on 4/10/202340 on 6/29/202339 on 8/18/202339 on 11/9/202341 on 3/5/2024

RAUM, Historic

3B2B02020202120222023202420251628237498 on 3/31/20201628237498 on 6/26/20201877021779 on 3/31/20211877021779 on 2/24/20222191561109 on 3/15/20222191561109 on 3/28/20222191561109 on 4/1/20222191561109 on 4/13/20222191561109 on 4/21/20222191561109 on 6/8/20222191561109 on 7/7/20222191561109 on 10/13/20222191561109 on 10/26/20222191561109 on 11/11/20222191561109 on 2/1/20232191561109 on 2/16/20231924539231 on 3/15/20231924539231 on 3/16/20231924539231 on 4/10/20231924539231 on 6/29/20231924539231 on 8/18/20231924539231 on 11/9/20232117414764 on 3/5/2024

No. Clients, Historic

7003500202020212022202320242025587 on 3/31/2020587 on 6/26/2020621 on 3/31/2021621 on 2/24/2022647 on 3/15/2022647 on 3/28/2022647 on 4/1/2022647 on 4/13/2022647 on 4/21/2022647 on 6/8/2022647 on 7/7/2022647 on 10/13/2022647 on 10/26/2022647 on 11/11/2022647 on 2/1/2023647 on 2/16/2023661 on 3/15/2023661 on 3/16/2023661 on 4/10/2023661 on 6/29/2023661 on 8/18/2023661 on 11/9/2023672 on 3/5/2024

Holdings

From latest 13F, filed July 22nd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ALBEMARLE CORP COM 401K 4K –
ALPHABET INC CAP STK CL C 730K 4K –
APPLE INC COM 2M 8K –
BOEING CO COM 262K 1K –
BRISTOL-MYERS SQUIBB CO COM 2M 38K –
CHEVRON CORP NEW COM 494K 3K –
DIMENSIONAL ETF TRUST US TARGETED VLU 4M 86K –
DIMENSIONAL ETF TRUST INTERNATNAL VAL 348K 10K –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 11M 287K –
ESSENTIAL UTILS INC COM 265K 7K –
EXXON MOBIL CORP COM 923K 8K –
INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 12M 495K –
INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 8M 157K –
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 289K 8K –
ISHARES INC ESG AWR MSCI EM 683K 20K –
ISHARES TR ESG AWR US AGRGT 3M 58K –
ISHARES TR S&P 500 VAL ETF 14M 80K –
ISHARES TR S&P SML 600 GWT 13M 101K –
ISHARES TR 1 3 YR TREAS BD 241K 3K –
ISHARES TR CRE U S REIT ETF 1M 23K –
ISHARES TR NATIONAL MUN ETF 20M 184K –
ISHARES TR RUS 2000 GRW ETF 12M 46K –
ISHARES TR IBOXX HI YD ETF 244K 3K –
ISHARES TR TIPS BD ETF 13M 117K –
ISHARES TR IBOXX INV CP ETF 466K 4K –
ISHARES TR MSCI EMG MKT ETF 6M 133K –
ISHARES TR RUSSELL 2000 ETF 14M 70K –
ISHARES TR CORE S&P500 ETF 81M 148K –
ISHARES TR EAFE GRWTH ETF 21M 205K –
ISHARES TR MBS ETF 311K 3K –
ISHARES TR EAFE VALUE ETF 9M 162K –
ISHARES TR S&P 500 GRWT ETF 4M 45K –
ISHARES TR RUS MD CP GR ETF 34M 309K –
ISHARES TR ESG AWR MSCI USA 1M 12K –
ISHARES TR MODERT ALLOC ETF 509K 12K –
ISHARES TR RUS 1000 VAL ETF 14M 79K –
ISHARES TR CORE MSCI EAFE 412K 6K –
ISHARES TR RUS 1000 ETF 31M 103K –
ISHARES TR CORE S&P US GWT 544K 4K –
ISHARES TR CORE S&P SCP ETF 28M 266K –
ISHARES TR AGGRES ALLOC ETF 2M 24K –
ISHARES TR RUS 2000 VAL ETF 9M 60K –
ISHARES TR RUS MDCP VAL ETF 17M 143K –
ISHARES TR MSCI EAFE ETF 460K 6K –
ISHARES TR EAFE SML CP ETF 9M 152K –
ISHARES TR CONSER ALLOC ETF 328K 9K –
ISHARES TR CORE MSCI EURO 462K 8K –
ISHARES TR ESG AW MSCI EAFE 2M 26K –
ISHARES TR SP SMCP600VL ETF 8M 87K –
ISHARES TR CORE S&P US VLU 455K 5K –
ISHARES TR GRWT ALLOCAT ETF 2M 27K –
ISHARES TR CORE US AGGBD ET 452K 5K –
ISHARES TR ESG AWARE MSCI 248K 6K –
ISHARES TR CORE S&P MCP ETF 5M 86K –
ISHARES TR RUS 1000 GRW ETF 48M 133K –
JOHNSON & JOHNSON COM 332K 2K –
MCDONALDS CORP COM 266K 1K –
MERCK & CO INC COM 456K 4K –
MICROSOFT CORP COM 611K 1K –
NEXTERA ENERGY INC COM 789K 11K –
NUSHARES ETF TR NUVEEN ESG LRGVL 385K 10K –
NUSHARES ETF TR NUVEEN ESG MIDVL 544K 16K –
NUSHARES ETF TR NUVEEN ESG MIDCP 551K 13K –
NUSHARES ETF TR NUVEEN ESG LRGCP 477K 6K –
NUSHARES ETF TR NUVEEN ESG SMLCP 565K 14K –
ONTO INNOVATION INC COM 439K 2K –
PACER FDS TR US CASH COWS 100 496K 9K –
PFIZER INC COM 1M 52K –
POWERSHARES ACTIVELY MANAGED TOTAL RETURN 35M 749K –
PUBLIC SVC ENTERPRISE GRP IN COM 680K 9K –
SCHWAB STRATEGIC TR US BRD MKT ETF 3M 49K –
SCHWAB STRATEGIC TR US LCAP GR ETF 7M 65K –
SCHWAB STRATEGIC TR US LRG CAP ETF 9M 135K –
SELECT SECTOR SPDR TR TECHNOLOGY 371K 2K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 697K 5K –
SELECT SECTOR SPDR TR RL EST SEL SEC 6M 149K –
SPDR INDEX SHS FDS S&P INTL SMLCP 4M 133K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 1M 33K –
SPDR S&P 500 ETF TR TR UNIT 2M 4K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 835K 2K –
SPDR SER TR DJ REIT ETF 2M 25K –
SPDR SER TR S&P 400 MDCP VAL 5M 64K –
SPDR SER TR S&P 400 MDCP GRW 436K 5K –
STRYKER CORPORATION COM 372K 1K –
TREX CO INC COM 2M 21K –
UNION PAC CORP COM 359K 2K –
UNITEDHEALTH GROUP INC COM 356K 699 –
VANGUARD BD INDEX FDS TOTAL BND MRKT 47M 646K –
VANGUARD INDEX FDS SMALL CP ETF 3M 16K –
VANGUARD INDEX FDS REAL ESTATE ETF 56M 671K –
VANGUARD INDEX FDS TOTAL STK MKT 2M 7K –
VANGUARD INDEX FDS SM CP VAL ETF 6M 34K –
VANGUARD INDEX FDS MCAP VL IDXVIP 8M 53K –
VANGUARD INDEX FDS VALUE ETF 2M 11K –
VANGUARD INDEX FDS LARGE CAP ETF 1M 4K –
VANGUARD INDEX FDS SML CP GRW ETF 3M 10K –
VANGUARD INDEX FDS MCAP GR IDXVIP 5M 24K –
VANGUARD INDEX FDS GROWTH ETF 1M 4K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 685K 12K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 11M 262K –
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 8M 70K –
VANGUARD MUN BD FDS TAX EXEMPT BD 9M 182K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 832K 5K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 3M 51K –
VANGUARD WHITEHALL FDS INTL DVD ETF 9M 112K –
VANGUARD WHITEHALL FDS INTL HIGH ETF 11M 163K –
WEST PHARMACEUTICAL SVSC INC COM 228K 692 –