| 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 |
Rtd Financial Advisors Inc reports $2.4 billion in regulatory assets under management on its Form ADV.
Rtd Financial Advisors Inc reports 41 employees.
Rtd Financial Advisors Inc is based in Philadelphia, PA and has been SEC-registered since 1983.
Rtd Financial Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 30 S. 17th Street, Ste 1620, Philadelphia, PA 19103 |
| Phone | 215-557-3800 |
| Fax | 215-557-3814 |
| Office hours | 5-Sep |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $2.36B |
| Non-discretionary | $21.1M |
| Total (RAUM) | $2.38B |