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Roda Asset Management, LLC (Miami)


Roda Asset Management, LLC is an adviser based in Miami. It manages $15.5 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2008.

Roda Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Roda Asset Management: assets under management

The assets under management (AUM) of Roda Asset Management, LLC is $15.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -97% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $15.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.94 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Roda Asset Management, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Miami

The principal office where Roda Asset Management, LLC performs its advisory services is located at 9100 S. Dadeland Blvd, Miami, FL 33156, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305 670-4321 or by fax 305 670-4323. The normal business hours are 9:00am to 5:00pm on Monday - Friday.


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