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REALTERM

201 West Street
Annapolis, Maryland 21401
Tel: 410-280-1100

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About REALTERM

REALTERM, formally registered with the SEC as REALTERM. The firm was established in 08/21/2023. They have over 15 offices throughout the country.

REALTERM is a Annapolis, Maryland based Financial Planning firm with nearly $9,223,485,500 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 228 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#322689
SEC#801-128609
Assets Managed by Firm$9,223,485,500
No. of Clients13
No. of Advisors228

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (DEVELOPMENT, CONSTRUCTION, PROPERTY MANAGEMENT, LEASING)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Other (PORTFOLIO MANAGEMENT TO JOINT VENTURES; DEVELOPMENT, CONSTRUCTION, PROPERTY MANAGEMENT, LEASING)

Firm Client Information

No. of ClientsAUM
Firm Total13$9,223,485,500

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