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| RM Investment Strategies LLC
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| |
|---|---|
| CRD # | 322828 |
| SEC # | 801-126515 |
| CIK # | |
| AUM | $22.9 MM (2024-03-26) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 877-803-6087 |
| Address | 4981 Cascade Road Se, Suite C Grand Rapids, MI 49546 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 0 | 0.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 0 | 0.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.0 | |
| Total | 0 | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rosecliff Capital Advisory LLC
✚
|
NY | 0.0 |
|
Benjamin Securities Inc
✚
|
FL | 0.0 |
|
Passive Management LLC
✚
|
NY | 0.0 |
|
Karagosian Financial Services Inc
✚
|
NY | 0.0 |
|
Future Perfect Planning LLC
✚
|
NY | 0.0 |
|
Wealthdrive Advisory LLC
✚
|
VA | 0.0 |
|
Precession Capital Management LLC
✚
|
NY | 0.0 |
|
Catalyst Wealth Management LLC
✚
|
TX | 0.0 |
|
Robinson Investment Group Inc
✚
|
TN | 0.0 |
|
Insights Investments LLC
✚
|
CA | 0.0 |