724 Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 19, 2026, reports $213M in regulatory assets under management, 2 employees, and 1,435 accounts.
Top client segmentOther Advisers represent 100.0% of total clients.
Top client categories% of clientsClients
1
Other Advisers
100.0%
1
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$213Mas of March 19, 2026
Discretionary100.0%
$213M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$213M
Total Accounts1,435
10Y AUM Change+$213M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee1:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.