Radix Organization, Inc. is a large advisory firm based in New York. It manages $130.23 million of regulatory assets for 89 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of New York.
Radix Organization provides portfolio management for individuals and small businesses, selection of other advisers, and portfolio consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Radix Organization, Inc. is $130.23 million. The firm's AUM has grown by 65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Radix Organization, 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.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of John Joseph Kelly is high net worth individuals with 24 clients and $78.51 million of assets under management. Among the 11 most similar advisory firms, Radix Organization has the 4th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $130.23 million for 50 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Radix Organization doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
John Joseph Kelly has been acting as President since 1 Aug 2014. Linda Schoenheimer Mccurdy joined the executive team most recently as the Director.
The principal office where Radix Organization, Inc. performs its advisory services is located at 551 Fifth Avenue, New York, NY 10176, 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 212-697-9141 or by fax 212-557-4770. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.