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RCM WEALTH ADVISORS
318 W Adams St
10th Floor
Chicago, Illinois 60606
Tel: 866-903-1822
About RCM WEALTH ADVISORS
RCM WEALTH ADVISORS, formally registered with the SEC as RCM WEALTH ADVISORS. The firm was established in 04/20/2015. They have over 4 offices throughout the country.
RCM WEALTH ADVISORS is a Chicago, Illinois based Financial Planning firm with nearly $254,820,000 assets under management, offering retirement planning & investment advisory services to 805 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153641 |
| SEC# | 801-92177 |
| Assets Managed by Firm | $254,820,000 |
| No. of Clients | 805 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 805 | $254,820,000 |
| Individuals (other than high net worth individuals) | 154 | $6,520,000 |
| High net worth individuals | 358 | $100,000,000 |
| Pension and profit sharing plans | 43 | $148,300,000 |
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