RESOURCE INVESTMENT ARCHITECTS, INC.
CRD #111894 SEC #801-56409 PETALUMA, CA 707-763-7861
SEC Registered Disclosures
Total AUM
$416.2M
Discretionary
$408.1M
Employees
15
Clients
101
Accounts
2,222
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2021 | $416.2M | $408.1M | $8.1M | 15 | 1 |
| Jul 2020 | $353.8M | $314M | $39.8M | 15 | 1 |
| Jun 2020 | $353.8M | $314M | $39.8M | 15 | 1 |
| Apr 2020 | $353.8M | $314M | $39.8M | 15 | 1 |
| Apr 2020 | $353.8M | $314M | $39.8M | 15 | 1 |
| Apr 2020 | $353.8M | $314M | $39.8M | 15 | 1 |
| Jan 2020 | $285.6M | $259.2M | $26.4M | 15 | 1 |
| Nov 2019 | $285.6M | $259.2M | $26.4M | 15 | 1 |
| Mar 2019 | $285.6M | $259.2M | $26.4M | 15 | 1 |
| Mar 2019 | $366.3M | $337.7M | $28.6M | 13 | 0 |
| Aug 2018 | $366.3M | $337.7M | $28.6M | 13 | 0 |
| Mar 2018 | $366.3M | $337.7M | $28.6M | 13 | 0 |
| Mar 2017 | $295M | $117.7M | $177.3M | 14 | 835 |
| Mar 2016 | $180.7M | $135.9M | $44.9M | 13 | 600 |
| Mar 2015 | $211M | $49.9M | $161.1M | 14 | 600 |
| Aug 2014 | $166.9M | $39.4M | $127.5M | 15 | 500 |
| Apr 2014 | $166.9M | $39.4M | $127.5M | 15 | 500 |
| Mar 2014 | $202.5M | $35.3M | $167.2M | 15 | 500 |
| Mar 2013 | $202.5M | $35.3M | $167.2M | 15 | 500 |
| Mar 2012 | $210.9M | $26.3M | $184.5M | 11 | 500 |
| Dec 2011 | $177.2M | $26M | $151.2M | 11 | 500 |
| May 2011 | $177.2M | $26M | $151.2M | -- | -- |
| Mar 2011 | $172.8M | $21.3M | $151.5M | -- | -- |
| Mar 2011 | $172.8M | $21.3M | $151.5M | -- | -- |
| Feb 2011 | $172.8M | $21.3M | $151.5M | -- | -- |
| Feb 2011 | $172.8M | $21.3M | $151.5M | -- | -- |
| Jun 2010 | $172.8M | $21.3M | $151.5M | -- | -- |
| Mar 2010 | $172.8M | $21.3M | $151.5M | -- | -- |
| Feb 2009 | $153.8M | $13.8M | $140M | -- | -- |
| May 2007 | $128.6M | $0 | $128.6M | -- | -- |
| Apr 2007 | $128.6M | $0 | $128.6M | -- | -- |
| Mar 2007 | $128.6M | $0 | $128.6M | -- | -- |
| Dec 2006 | $44.7M | $0 | $44.7M | -- | -- |
| Mar 2006 | $44.7M | $0 | $44.7M | -- | -- |
| Dec 2005 | $49.7M | $0 | $49.7M | -- | -- |
| May 2002 | $33M | $0 | $33M | -- | -- |
| May 2001 | $31.4M | $0 | $31.4M | -- | -- |
DateApr 2021
Total AUM$416.2M
Discretionary$408.1M
Non-Disc.$8.1M
Employees15
Clients1
DateJul 2020
Total AUM$353.8M
Discretionary$314M
Non-Disc.$39.8M
Employees15
Clients1
DateJun 2020
Total AUM$353.8M
Discretionary$314M
Non-Disc.$39.8M
Employees15
Clients1
DateApr 2020
Total AUM$353.8M
Discretionary$314M
Non-Disc.$39.8M
Employees15
Clients1
DateApr 2020
Total AUM$353.8M
Discretionary$314M
Non-Disc.$39.8M
Employees15
Clients1
DateApr 2020
Total AUM$353.8M
Discretionary$314M
Non-Disc.$39.8M
Employees15
Clients1
DateJan 2020
Total AUM$285.6M
Discretionary$259.2M
Non-Disc.$26.4M
Employees15
Clients1
DateNov 2019
Total AUM$285.6M
Discretionary$259.2M
Non-Disc.$26.4M
Employees15
Clients1
DateMar 2019
Total AUM$285.6M
Discretionary$259.2M
Non-Disc.$26.4M
Employees15
Clients1
DateMar 2019
Total AUM$366.3M
Discretionary$337.7M
Non-Disc.$28.6M
Employees13
Clients0
DateAug 2018
Total AUM$366.3M
Discretionary$337.7M
Non-Disc.$28.6M
Employees13
Clients0
DateMar 2018
Total AUM$366.3M
Discretionary$337.7M
Non-Disc.$28.6M
Employees13
Clients0
DateMar 2017
Total AUM$295M
Discretionary$117.7M
Non-Disc.$177.3M
Employees14
Clients835
DateMar 2016
Total AUM$180.7M
Discretionary$135.9M
Non-Disc.$44.9M
Employees13
Clients600
DateMar 2015
Total AUM$211M
Discretionary$49.9M
Non-Disc.$161.1M
Employees14
Clients600
DateAug 2014
Total AUM$166.9M
Discretionary$39.4M
Non-Disc.$127.5M
Employees15
Clients500
DateApr 2014
Total AUM$166.9M
Discretionary$39.4M
Non-Disc.$127.5M
Employees15
Clients500
DateMar 2014
Total AUM$202.5M
Discretionary$35.3M
Non-Disc.$167.2M
Employees15
Clients500
DateMar 2013
Total AUM$202.5M
Discretionary$35.3M
Non-Disc.$167.2M
Employees15
Clients500
DateMar 2012
Total AUM$210.9M
Discretionary$26.3M
Non-Disc.$184.5M
Employees11
Clients500
DateDec 2011
Total AUM$177.2M
Discretionary$26M
Non-Disc.$151.2M
Employees11
Clients500
DateMay 2011
Total AUM$177.2M
Discretionary$26M
Non-Disc.$151.2M
Employees--
Clients--
DateMar 2011
Total AUM$172.8M
Discretionary$21.3M
Non-Disc.$151.5M
Employees--
Clients--
DateMar 2011
Total AUM$172.8M
Discretionary$21.3M
Non-Disc.$151.5M
Employees--
Clients--
DateFeb 2011
Total AUM$172.8M
Discretionary$21.3M
Non-Disc.$151.5M
Employees--
Clients--
DateFeb 2011
Total AUM$172.8M
Discretionary$21.3M
Non-Disc.$151.5M
Employees--
Clients--
DateJun 2010
Total AUM$172.8M
Discretionary$21.3M
Non-Disc.$151.5M
Employees--
Clients--
DateMar 2010
Total AUM$172.8M
Discretionary$21.3M
Non-Disc.$151.5M
Employees--
Clients--
DateFeb 2009
Total AUM$153.8M
Discretionary$13.8M
Non-Disc.$140M
Employees--
Clients--
DateMay 2007
Total AUM$128.6M
Discretionary$0
Non-Disc.$128.6M
Employees--
Clients--
DateApr 2007
Total AUM$128.6M
Discretionary$0
Non-Disc.$128.6M
Employees--
Clients--
DateMar 2007
Total AUM$128.6M
Discretionary$0
Non-Disc.$128.6M
Employees--
Clients--
DateDec 2006
Total AUM$44.7M
Discretionary$0
Non-Disc.$44.7M
Employees--
Clients--
DateMar 2006
Total AUM$44.7M
Discretionary$0
Non-Disc.$44.7M
Employees--
Clients--
DateDec 2005
Total AUM$49.7M
Discretionary$0
Non-Disc.$49.7M
Employees--
Clients--
DateMay 2002
Total AUM$33M
Discretionary$0
Non-Disc.$33M
Employees--
Clients--
DateMay 2001
Total AUM$31.4M
Discretionary$0
Non-Disc.$31.4M
Employees--
Clients--