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Building 2RM FINANCIAL SERVICES, LLC

Map pinFALMOUTH, ME
Phone(207) 781-7637
NotebookSEC #801-120468
Total AUM
$245.4M
Employees
4
Clients
402

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
362 US ROUTE ONE
FALMOUTH
ME 04105
United States
Operating Hours
M-TH 8:30-4:30; F 8:30-4:00
M-F
Phone
(207) 781-7637
Other Offices
1

ReceiptFinancials

Total AUM
$245.4M
Accounts
980
Discretionary
$236.7M
Accounts
975
Non-Discretionary
$8.7M
Accounts
5

ContactClients

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Individual Clients
271
AUM
$70.1M
HNW Individual Clients
119
AUM
$163.6M
Pension/Profit Sharing Plan Clients
5
AUM
$8.7M
Charitable Organization Clients
2
AUM
$731.6K
Government Entity Clients
1
AUM
$716.8K
Corporation or Business Clients
4
AUM
$1.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMENCNHVA

HandshakeAffiliates

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

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