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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Retirement Management Systems Inc
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|---|---|
| CRD # | 150351 |
| SEC # | 801-70978 |
| CIK # | |
| AUM | $1.7 B (2025-03-10) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 301-327-5312 |
| Address | 41615 Park Avenue Leonardtown, MD 20650 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,488 | 882.2 |
| (b) Individuals (high net worth individuals) | 523 | 781.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,142 | 1,663.4 |
| By Discretionary | ||
| Discretionary | 4,126 | 1,655.6 |
| Non-Discretionary | 16 | 7.9 |
| Total | 4,142 | 1,663.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,663.4 | |
| Total | 4,142 | 1,663.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Physician Wealth Advisors Inc
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|
UT | 1.7 |
|
The Fiduciary Group LLC
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|
GA | 1.7 |
|
Navy Federal Investment Services LLC
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|
VA | 1.7 |
|
Twelve Points Wealth Management LLC
✚
|
MA | 1.7 |
|
Impact Partnership Wealth LLC
✚
|
GA | 1.7 |
|
Greenwood Capital Associates LLC
✚
|
SC | 1.7 |
|
Bensler LLC
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|
WA | 1.6 |
|
Midwestern Securities Trading Company LLC
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|
IL | 1.6 |
|
Meyers Wealth Management LLC
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|
OH | 1.6 |
|
Berman McAleer LLC
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|
MD | 1.6 |