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RMR WEALTH BUILDERS, INC.
MONTCLAIR, NJ
(201) 836-2460
SEC #801-80404Total AUM
$2.9B
Employees
64Clients
2,099Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
111 GROVE STREET
SUITE 203
MONTCLAIR
NJ 07042
United States
SUITE 203
MONTCLAIR
NJ 07042
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
(201) 836-2460
Other Offices
23
Financials
Total AUM
$2.9B
Accounts
5,069Discretionary
$2.4B
Accounts
4,701Non-Discretionary
$509.7M
Accounts
368
Clients
Individual Clients
1,443AUM
$458.7M
HNW Individual Clients
464AUM
$1.3B
Investment Company Clients
1AUM
$50.7M
Pension/Profit Sharing Plan Clients
1AUM
$2.5M
Charitable Organization Clients
1AUM
$177.5M
Corporation or Business Clients
189AUM
$856M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING ENGAGEMENT FOR SPECIFIC PURPOSE SUCH AS EDUCATION FUNDING, ESTATE PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
INSURANCE COMPENSATION, FLAT & ADMINISTRATIVE FEES
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACOCTDCDEFLGAHIIDILINKYLAMAMDMEMIMONCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.