|
⚲
|
| RMR Wealth Management
✚
|
|
|---|---|
| CRD # | 152266 |
| SEC # | 801-70823 |
| CIK # | |
| AUM | $106.4 MM (2023-03-30) |
| Employees | 5 (80% Investors, 100% Brokers) |
| Phone | 212-785-4377 |
| Address | 655 Third Avenue New York, NY 10017 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 18.7 |
| (b) Individuals (high net worth individuals) | 24 | 79.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 7.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 226 | 106.4 |
| By Discretionary | ||
| Discretionary | 217 | 98.5 |
| Non-Discretionary | 9 | 7.9 |
| Total | 226 | 106.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 105.7 | |
| Total | 226 | 106.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Guardian Wealth Management LLC
✚
|
UT | 0.1 |
|
Fortis Private Wealth Advisors LLC
✚
|
FL | 0.1 |
|
Entruity Wealth LLC
✚
|
CA | 0.1 |
|
Arbor Private Wealth LLC
✚
|
VA | 0.1 |
|
Dillow Wealth Management LLC
✚
|
IL | 0.1 |
|
Centennial Advisors LLC
✚
|
TX | 0.1 |
|
Brooklyn Investment Group LLC
✚
|
NY | 0.1 |
|
Amphora Wealth Management LLC
✚
|
NC | 0.1 |
|
Babb Wealth Advisors LLC
✚
|
AZ | 0.1 |
|
Hanseatic Management Services Inc
✚
|
NM | 0.1 |