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RMC INVESTMENT ADVISORS
643 Prospect Avenue
West Hartford, Connecticut 06105
Tel: 860-561-1245
About RMC INVESTMENT ADVISORS
RMC INVESTMENT ADVISORS, formally registered with the SEC as RMC INVESTMENT ADVISORS. The firm was established in 08/24/1984. They have over 1 offices throughout the country.
RMC INVESTMENT ADVISORS is a West Hartford, Connecticut based Financial Planning firm with nearly $950,766,145 assets under management, offering retirement planning & investment advisory services to 828 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104674 |
| SEC# | 801-21902 |
| Assets Managed by Firm | $950,766,145 |
| No. of Clients | 828 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 828 | $950,766,145 |
| Individuals (other than high net worth individuals) | 180 | $71,169,275 |
| High net worth individuals | 169 | $651,849,514 |
| Pension and profit sharing plans | 3 | $7,448,738 |
| Charitable organizations | 9 | $31,062,580 |
| Corporations or other businesses | 27 | $182,204,964 |
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