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| Retirement Management Systems Inc
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|
|---|---|
| CRD # | 150351 |
| SEC # | 801-70978 |
| CIK # | |
| AUM | $1.4 BB (2023-02-16) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 888-870-7674 |
| Address | 721 Main Street Stevensville, MD 21666 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,320 | 657.9 |
| (b) Individuals (high net worth individuals) | 630 | 722.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,777 | 1,380.4 |
| By Discretionary | ||
| Discretionary | 3,777 | 1,380.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,777 | 1,380.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,380.4 | |
| Total | 3,777 | 1,380.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Jacobi Capital Management LLC
✚
|
PA | 1.4 |
|
Northwest Financial Advisors LLC
✚
|
VA | 1.4 |
|
Garde Capital Inc
✚
|
WA | 1.4 |
|
Sound View Wealth Advisors Group LLC
✚
|
GA | 1.4 |
|
Sierra Capital LLC
✚
|
FL | 1.4 |
|
First Ascent Asset Management LLC
✚
|
CO | 1.4 |
|
Greenwood Capital Associates LLC
✚
|
SC | 1.4 |
|
Brokers International Financial Services LLC
✚
|
IA | 1.4 |
|
Hub Investment Advisors Inc
✚
|
NE | 1.3 |
|
The Fiduciary Group LLC
✚
|
GA | 1.3 |