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RESEARCH FINANCIAL STRATEGIES
ROCKVILLE, MD
301-294-7500
SEC #801-71400Total AUM
$251.6M
Employees
10Clients
535Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2273 RESEARCH BLVD
SUITE 101
ROCKVILLE
MD 20850-3264
United States
SUITE 101
ROCKVILLE
MD 20850-3264
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
301-294-7500
Other Offices
8
Financials
Total AUM
$251.6M
Accounts
1,250Discretionary
$251.6M
Accounts
1,250Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
418AUM
$72.4M
HNW Individual Clients
93AUM
$166M
Pension/Profit Sharing Plan Clients
22AUM
$12.2M
Charitable Organization Clients
1AUM
$606.9K
Corporation or Business Clients
1AUM
$475.1K
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ANNUAL INCOME OR NET WORTH
Compliance
Disclosures
None reported
State Registrations
CACODCDEFLGAILLAMDNCNJNYOHPASCTNTXUTVAWAWIWV
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.