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Rj Advisor LLC (Calverton)


Rj Advisor LLC is a mid-sized advisory firm based in Calverton. It manages $25.69 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of New York.

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Rj Advisor provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rj Advisor: assets under management

The assets under management (AUM) of Rj Advisor LLC is $25.69 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $988.11 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rj Advisor LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Calverton

The principal office where Rj Advisor LLC performs its advisory services is located at 77 Mastro Road, Calverton, NY 11933, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 631-871-4945. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at blackdiamondasst management.com.


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