RDA FINANCIAL NETWORK

HTTPS://WWW.RDAFN.COM CORALVILLE, IA Investment Advisor How do I update this listing?

RDA Financial Network is based out of Coralville. RDA Financial Network is a large advisory firm with 1648 clients and discretionary assets under management (AUM) of $467,243,308 (Form ADV from 2019-03-28). Their last reported 13F filing for Q1 2019 included $211,804,000 in managed 13F securities and a top 10 holdings concentration of 33.1%. RDA Financial Network's largest holding is Invesco QQQ Trust Series 1 with shares held of 76,574. Whalewisdom has at least 1 13F filings

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03/31/2019

Top Sells

  • Name% Change

03/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 3.17%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

RDA FINANCIAL NETWORK
2475 CORAL COURT SUITE A
CORALVILLE IA    52241
Country: United States

Business Phone: 319-626-3464
Fax: 319-626-3540
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: IA
Number of employees: 32
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,Commissions
Amount of client funds and securities:
Total Number of Clients: 1648
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.E (2),11.E (4)
Data above was derived from SEC filings.

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