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RMR CAPITAL MANAGEMENT LLC
17822 East 17th Street, Suite 310
Tustin, California 92780
Tel: 949-922-3145
About RMR CAPITAL MANAGEMENT LLC
RMR CAPITAL MANAGEMENT LLC, formally registered with the SEC as RMR CAPITAL MANAGEMENT LLC. The firm was established in 02/13/2020. They have over 1 offices throughout the country.
RMR CAPITAL MANAGEMENT LLC is a Tustin, California based Financial Planning firm with nearly $164,570,000 assets under management, offering retirement planning & investment advisory services to 210 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285334 |
| SEC# | 801-118066 |
| Assets Managed by Firm | $164,570,000 |
| No. of Clients | 210 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 210 | $164,570,000 |
| Individuals (other than high net worth individuals) | 28 | $3,220,000 |
| High net worth individuals | 45 | $161,288,000 |
| Charitable organizations | 1 | $62,000 |
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