BRM INVESTMENT MANAGEMENT LLC
Total AUM
$132.9M
Employees
3Clients
171Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9AM - 5PM
Monday - Friday
Monday - Friday
Phone
5136555566
Other Offices
1
Financials
Total AUM
$132.9M
Accounts
306Discretionary
$132.9M
Accounts
306Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
112AUM
$30.9M
HNW Individual Clients
47AUM
$98.2M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$3.5M
Charitable Organization Clients
3AUM
$97.6K
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
3AUM
$165K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Felony Charge
State Registrations
FLOH
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.