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RM FINANCIAL SERVICES, LLC

Tel: (207) 781-7637
362 Us Route One
Falmouth, Maine  04105

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RM FINANCIAL SERVICES, LLC

RM FINANCIAL SERVICES, LLC is a Falmouth, Maine based financial advisory firm with nearly $207,785,037 in assets under management and provides investment advisory services for 934 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

304297

SEC#:

801-120468

No. of Clients:

934

Assets under Management

$207,785,037

No. of Advisors:

5

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