RM FINANCIAL SERVICES, LLC

362 Us Route One
Falmouth, Maine 04105
Tel: (207) 781-7637

About RM FINANCIAL SERVICES, LLC

RM FINANCIAL SERVICES, LLC, formally registered with the SEC as RM FINANCIAL SERVICES, LLC. The firm was established in 03/08/2021. They have over 2 offices throughout the country.

RM FINANCIAL SERVICES, LLC is a Falmouth, Maine based Financial Planning firm with nearly $207,785,037 assets under management, offering retirement planning & investment advisory services to 934 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304297
SEC#	801-120468
Assets Managed by Firm	$207,785,037
No. of Clients	934
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	934	$207,785,037
Individuals (other than high net worth individuals)	374	$125,240,559
High net worth individuals	118	$73,179,895
Pension and profit sharing plans	4	$6,741,367
Charitable organizations	1	$592,035
Corporations or other businesses	4	$1,401,289

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