130 Admiral Cochrane Drive
Suite 200
Annapolis, Maryland 21401
Tel: 410-224-0097
RCS FINANCIAL PLANNING, LLC, formally registered with the SEC as RCS FINANCIAL PLANNING, LLC. The firm was established in 02/07/2018. They have over 1 offices throughout the country.
RCS FINANCIAL PLANNING, LLC is a Annapolis, Maryland based Financial Planning firm with nearly $198,776,808 assets under management, offering retirement planning & investment advisory services to 666 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 291678 |
SEC# | 801-112282 |
Assets Managed by Firm | $198,776,808 |
No. of Clients | 666 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 666 | $198,776,808 |
Individuals (other than high net worth individuals) | 144 | $45,672,654 |
High net worth individuals | 71 | $153,104,154 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$108,331,371,643 | 23317 | 657 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 |
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