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R&M WEALTH MANAGEMENT SERVICES, LLC
BETHESDA, MD
301-564-3636
SEC #801-66258Total AUM
$22.7M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6903 ROCKLEDGE DRIVE
SUITE 1200
BETHESDA
MD 20817
United States
SUITE 1200
BETHESDA
MD 20817
United States
Operating Hours
8:00 AM - 6:00 PM
Monday - Friday
Monday - Friday
Phone
301-564-3636
Financials
Total AUM
$22.7M
Accounts
27Discretionary
$22.7M
Accounts
27Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.