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Building 2RMC INVESTMENT ADVISORS

Map pinWEST HARTFORD, CT
Phone860-561-1245
NotebookSEC #801-21902
Total AUM
$1.1B
Employees
14
Clients
383

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
643 PROSPECT AVENUE
WEST HARTFORD
CT 06105
United States
Operating Hours
8:15 A.M TO 4:30 P.M.
Monday - Friday
Phone
860-561-1245

ReceiptFinancials

Total AUM
$1.1B
Accounts
865
Discretionary
$998.9M
Accounts
834
Non-Discretionary
$68.3M
Accounts
31

ContactClients

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Individual Clients
186
AUM
$68.2M
HNW Individual Clients
160
AUM
$794.4M
Pension/Profit Sharing Plan Clients
2
AUM
$7.2M
Charitable Organization Clients
7
AUM
$41.5M
Government Entity Clients
2
AUM
$8.8M
Corporation or Business Clients
26
AUM
$147M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANHNJNYRISCTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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