Docoh
Loading...

Ritter Daniher Financial Advisory

Ritter Daniher Financial Advisory is an investment advisor in Cincinnati with $437.24M assets under management.

Company profile

Employees
SEC CIK
IRS number
311660743
SEC advisor number
801-61633
FINRA CRD number
119901
AUM ?
$437.24M (as of 28 Oct 21)
Accounts
1,165 (as of 28 Oct 21)
Employees
9 (4 investment advisory or research)

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 211 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$29.92M 69.45K 69.49K -0.1
$16.86M 335.64K 335.12K +0.2
$10.51M 75.17K 74.35K +1.1
$10.24M 38.94K 38.78K +0.4
$9.88M 560.08K 560.08K 0
$8.84M 119.04K 118.5K +0.5
$6.02M 55.13K 56.17K -1.8
$5.12M 36.15K 35.19K +2.7
$2.82M 36.16K 36.36K -0.6
$2.6M 15.9K 15.99K -0.6
$1.95M 594 599 -0.8
$1.95M 5.11K 5.29K -3.3
$1.78M 15.86K 15.86K 0
$1.26M 16.03K 16.03K 0
$1.12M 14.33K 14.33K 0
$1.06M 10.16K 10.2K -0.4
$1.05M 3.71K 3.7K +0.3
Vanguard Admiral FDS Inc (MIDCP 400 IDX)
$887K 4.98K 4.95K +0.6
$780K 18.13K 18.13K 0
$767K 287 257 +11.7
$730K 3.34K 3.46K -3.5
Vanguard Tax-managed Intl FD
$716K 14.19K 15.19K -6.6
$698K 262 262 0
Vanguard Admiral FDS Inc (SMLLCP 600 IDX)
$681K 3.38K 3.38K 0
$577K 14.9K 14.92K -0.1
$542K 1.38K 1.49K -7.5
$506K 2.28K 2.28K 0
$499K 1.11K 946 +17.4
$486K 1.13K 1.13K 0
$455K 8.9K 400 +2125.0
$431K 2.62K 2.28K +15.1
$411K 530 525 +1.0
$407K 6.91K 6.91K 0
$389K 9.17K 9.17K 0
$386K 3.8K 3.8K 0
$386K 3K 3K 0
$371K 6.27K 6.27K 0
$361K 3.59K 5.01K -28.3
$359K 3.65K 3.65K 0
$352K 5.92K 5.92K 0
$338K 4.12K 4.12K 0
$312K 1.14K 1.14K 0
$311K 1.3K 1.3K 0
$308K 6.12K 3.12K +96.2
$304K 5.71K 5.71K 0
$289K 3.36K 3.36K 0
$274K 3.71K 1.75K +111.6
$266K 1.7K 1.7K 0
$252K 1.49K 1.49K 0
$252K 1.67K 1.77K -5.6
Holdings list only includes long positions. Only includes long positions.

Calendar

2 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings