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Building 2RMG ADVISORS

Map pinROCKVILLE, MD
Phone301-838-4111
NotebookSEC #801-132202
Total AUM
$200.5M
Employees
6
Clients
192

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14 SOUTH ADAMS STREET
ROCKVILLE
MD 20850
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
301-838-4111

ReceiptFinancials

Total AUM
$200.5M
Accounts
465
Discretionary
$200.5M
Accounts
465
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
98
AUM
$34.1M
HNW Individual Clients
94
AUM
$166.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAMDNYTNTXVAWA

HandshakeAffiliates

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

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