Ria Technology Inc (Clinton Township)


Ria Technology Inc is an adviser based in Clinton Township. It manages $10.2 million of regulatory assets for 58 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Michigan.

Ria Technology provides financial planning services, portfolio management for individuals and small businesses, and portfolio implementation and billing for other advisors. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ria Technology: assets under management

The assets under management (AUM) of Ria Technology Inc is $10.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $10.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $175.86 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ria Technology Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Clinton Township

The principal office where Ria Technology Inc performs its advisory services is located at 23500 Denton, Clinton Township, MI 48036 The mailing address of the firm is P.O. Box 246, Roseville, MI 48066. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 877-984-6300 or by fax 586-329-4461. The normal business hours are 9 a.m. to 4 p.m. on Monday - Friday. You can find more information about the New York firm at riatech.com.