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RENA ADVISORS LLC

UUIDa25392b6-4585-5d27-b204-6e2e805e8221
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:52
Updated2025-10-23 02:23:52

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 164431 164431 1.0
sec_file_number 801-77110 801-77110

Profile

WebsiteHTTPS://WWW.WESTMOREAM.COM
HQ CityPEARL RIVER
HQ StateNY
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • WESTMORE ASSET MANAGEMENT adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)48,471,085.0
  • RAUM (discretionary)25,623,929.0
  • Actionable assets47,151,051.0
  • Accounts58.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM0.0
  • Charitable AUM0.0
  • HNW AUM47,151,051.0

As of 2025-02-18 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.