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Building 2RCS FINANCIAL PLANNING, LLC

Map pinANNAPOLIS, MD
Phone410-224-0097
NotebookSEC #801-112282
Total AUM
$281M
Employees
2
Clients
220

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
130 ADMIRAL COCHRANE DRIVE
SUITE 200
ANNAPOLIS
MD 21401
United States
Operating Hours
9:00AM -5:00PM
Monday - Friday
Phone
410-224-0097

ReceiptFinancials

Total AUM
$281M
Accounts
667
Discretionary
$281M
Accounts
667
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
111
AUM
$36.6M
HNW Individual Clients
107
AUM
$234.6M
Pension/Profit Sharing Plan Clients
2
AUM
$9.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMDNCTXVA

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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