DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
advised by RGT WEALTH ADVISORS
Texas, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Aug 2, 2017 | $706,135 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| C•••••• S••••• • C••• I••• | C•••••• S••••• • C••• I••• | SAN FRANCISCO | California | United States | no | 8-16514 |
| 22 |
| $25,000 |
| 200.0% |
| yes |
| R•• B••••••• F••• V• L• |
| Mar 31, 2017 | $706,135 | 22 | $25,000 | 200.0% | yes | R•• B••••••• F••• V• L• |
| Nov 29, 2016 | $676,008 | 21 | $25,000 | 200.0% | yes | R•• B••••••• F••• V• L• |
| Aug 1, 2016 | $676,008 | 21 | $25,000 | 200.0% | yes | R•• B••••••• F••• V• L• |
| Jun 29, 2016 | $676,008 | 21 | $25,000 | 200.0% | yes | R•• B••••••• F••• V• L• |
| Jun 13, 2016 | $676,008 | 21 | $25,000 | 200.0% | yes | R•• B••••••• F••• V• L• |
| Mar 29, 2016 | $676,008 | 21 | $25,000 | 200.0% | yes | R•• B••••••• F••• V• L• |
| Jan 21, 2016 | $1.5M | 21 | $25,000 | 200.0% | yes | R•• B••••••• F••• V• L• |
| Sep 10, 2015 | $1.5M | 21 | $25,000 | 200.0% | yes | R•• B••••••• F••• V• L• |
| Aug 6, 2015 | $1.5M | 21 | $25,000 | 200.0% | yes | R•• B••••••• F••• V• L• |
| May 19, 2015 | $1.5M | 21 | $25,000 | 200.0% | yes | R•• B••••••• F••• V• L• |
| Mar 31, 2015 | $1.5M | 21 | $25,000 | 200.0% | yes | R•• B••••••• F••• V• L• |
| Mar 21, 2015 | $1.2M | 21 | $25,000 | 200.0% | yes | R•• B••••••• F••• V• L• |
| Sep 10, 2014 | $1.2M | 21 | $25,000 | 200.0% | yes | R•• B••••••• F••• V• L• |
| Aug 1, 2014 | $1.2M | 21 | $25,000 | 200.0% | yes | R•• B••••••• F••• V• L• |
| Jul 10, 2014 | $1.3M | 21 | $25,000 | 200.0% | yes | R•• B••••••• F••• V• L• |
| Mar 28, 2014 | $1.3M | 21 | $25,000 | 200.0% | yes | R•• B••••••• F••• V• L• |
| Feb 4, 2014 | $1.5M | 21 | $25,000 | 200.0% | yes | R•• B••••••• F••• V• L• |
| Jul 12, 2013 | $1.5M | 21 | $25,000 | 200.0% | yes | R•• B••••••• F••• V• L• |
| Apr 16, 2013 | $1.5M | 21 | $25,000 | 200.0% | yes | R•• B••••••• F••• V• L• |
| Mar 28, 2013 | $1.5M | 21 | $25,000 | 200.0% | yes | R•• B••••••• F••• V• L• |
| Mar 30, 2012 | $1.7M | 21 | $25,000 | 200.0% | yes | R•• B••••••• F••• V• L• |