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Building 2RMR CAPITAL MANAGEMENT LLC

Map pinTUSTIN, CA
Phone949-922-3145
NotebookSEC #801-118066
Total AUM
$170.8M
Employees
1
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14471 CHAMBERS ROAD
SUITE 208
TUSTIN
CA 92780
United States
Operating Hours
9-5PM
Monday - Friday
Phone
949-922-3145

ReceiptFinancials

Total AUM
$170.8M
Accounts
207
Discretionary
$170.8M
Accounts
207
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
27
AUM
$3M
HNW Individual Clients
45
AUM
$167.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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