Technomart Rga Inc
State-registered
Wealth Manager · Small ($100M–$1B)
CRD 107891
· SEC file 801-14840
· Baltimore, MD
· WWW.TECHNOMARTRGA.COM
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ADV data as of Dec 23, 2024
- Regulatory AUM
- $338M
- Discretionary
- $57.5M
- Clients
- 70
- Avg AUM / client
- $4.8M
- Accounts
- 70
- Employees
- 7
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 63 | $57.5M | 17.0% |
| High net worth individuals | 7 | $280M | 83.0% |
| Other investment advisers | 0 | — | — |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| H. Joseph E. Parnes | Registered representative | Jan 2024 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/23/2024 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Subscription fees
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
- • Market timing services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Dec 23, 2024.
View current Form ADV (SEC/IAPD) ↗