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CRD 318725
MIAMI, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| HANONO, JOSEPH, SALOMON | CHIEF INSURANCE OFFICER | Na | yes | 01/2022 | Mar 22, 2022 | Mar 28, 2024 |
| ORGIN, GLENN, STEVEN | CHIEF EXECUTIVE OFFICER | F | yes | 10/2018 | Mar 22, 2022 | Mar 28, 2024 |
| ORGIN, GLENN, STEVEN | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | Na | yes | 01/2022 | Mar 22, 2022 | Mar 28, 2024 |
| RICHR INC. | Owner | E | yes | 01/2022 | Mar 22, 2022 | Mar 28, 2024 |
| RUBIN, JASON, ROSS | CHIEF DEVELOPMENT OFFICER | Na | yes | 01/2022 | Mar 22, 2022 | Mar 28, 2024 |
| McDermott, Michael, James | Advisor | Na | no | 05/2023 | May 15, 2023 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| RICHR INS HOLDINGS LLC | n/a | n/a | n/a | N | yes | n/a |
| RICHR TITLE LLC | n/a | n/a | n/a | N | yes | n/a |
| WEALTHY TITLE LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Jan 22, 2025 | $186,824 | $0 | 2 | 1 | 0 | n/a | n/a |
| 2023 | Mar 28, 2024 | $0 | $0 | 4 | 2 | 0 | n/a | n/a |
| 2022 | Mar 29, 2023 | $0 | $0 | 3 | 1 | 0 | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $186,824 | $0 | n/a | n/a | n/a | 2 | 4 | 0 | 0 |