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RGM CAPITAL, LLC
9010 Strada Stell Court
Suite 105
Naples, Florida 34109-4425
Tel: 239-593-1280
About RGM CAPITAL, LLC
RGM CAPITAL, LLC, formally registered with the SEC as RGM CAPITAL, LLC. The firm was established in 02/01/2006. They have over 1 offices throughout the country.
RGM CAPITAL, LLC is a Naples, Florida based Financial Planning firm with nearly $2,887,026,089 assets under management, offering retirement planning & investment advisory services to 22 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 136634 |
| SEC# | 801-65879 |
| Assets Managed by Firm | $2,887,026,089 |
| No. of Clients | 22 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 22 | $2,887,026,089 |
| Pension and profit sharing plans | Fewer than 5 clients | $248,421,262 |
| Charitable organizations | 9 | $993,401,162 |
| Other investment advisers | Fewer than 5 clients | $217,879,911 |
| Corporations or other businesses | Fewer than 5 clients | $282,564,976 |
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