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| RM Financial Services LLC
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| CRD # | 304297 |
| SEC # | 801-120468 |
| CIK # | 0002109852 |
| AUM | 245.4 M (2026-03-23) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 207-781-7637 |
| Address | 362 US Route One Falmouth, ME 04105 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002109852 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 10.7 | ||
| iShares Silver Trust | 6.4 | ||
| Apple Inc | 3.9 | ||
| Conocophillips | 2.0 | ||
| Applied Materials Inc /DE | 1.7 | ||
| Visa Inc | 1.7 | ||
| Caterpillar Inc | 1.6 | ||
| United Parcel Service Inc | 1.5 | ||
| Alphabet Inc | 1.4 | ||
| Procter & Gamble Co | 1.1 | ||
| Oracle Corp | 1.1 | ||
| Arista Networks Inc | 1.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 271 | 70.1 |
| (b) Individuals (high net worth individuals) | 119 | 163.6 |
| (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 | 5 | 8.7 |
| (h) Charitable organizations | 2 | 0.7 |
| (i) State or municipal government entities | 1 | 0.7 |
| (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 | 4 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 980 | 245.4 |
| By Discretionary | ||
| Discretionary | 975 | 236.7 |
| Non-Discretionary | 5 | 8.7 |
| Total | 980 | 245.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 245.4 | |
| Total | 980 | 245.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109852] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Professional Financial Company LLC
✚
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W Advisors LLC
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Integras Partners LLC
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|
Merrion Investment Management Co LLC
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