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RGT Wealth Advisors

Wealth ManagerDallas, United StatesFounded 1985
$5.0B
Assets Under Management
Dallas
Headquarters
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About RGT Wealth Advisors

RGT Wealth Advisors is an independent financial advisory firm headquartered in Dallas, Texas. It is now part of the Corient group. We involve the client in the decision-making process, and above all else, we hold highly our fiduciary obligation to our clients and pledge to serve you with utmost good faith and integrity.

Preferred Investment Types

Joint Venture/PartnerVenture Capital - Early StageVenture CapitalPrivate EquityInvestment Funds

Preferred Sectors & Themes

Investment ManagementWealth & Estate PlanningOptions TradingEquity/Mutual FundsEquity SecuritiesConservative AllocationStartups & ManagementFinanceFinancial ServicesTraditional Investments (Liquid Assets)Alternative Investments

Preferred Geographies

United States

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Frequently asked questions

What type of investor is RGT Wealth Advisors?

RGT Wealth Advisors is a wealth manager based in Dallas, United States, managing approximately $5.0B in assets.

Where is RGT Wealth Advisors headquartered?

RGT Wealth Advisors is headquartered in Dallas, United States.

How much does RGT Wealth Advisors manage?

RGT Wealth Advisors manages approximately $5.0B in assets under management.

When was RGT Wealth Advisors founded?

RGT Wealth Advisors was founded in 1985.

What does RGT Wealth Advisors invest in?

RGT Wealth Advisors focuses on Joint Venture/Partner, Venture Capital - Early Stage, Venture Capital, Private Equity, Investment Funds, Investment Management, Wealth & Estate Planning, Options Trading.

How can I contact RGT Wealth Advisors?

Verified contact details, key decision-makers, and investment preferences for RGT Wealth Advisors are available on LPbacked. Create a free account to access them.