201 West Street
Annapolis, Maryland 21401
Tel: 410-280-1100
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 322689 |
SEC# | 801-128609 |
Assets Managed by Firm | $9,223,485,500 |
No. of Clients | 13 |
No. of Advisors | 228 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 13 | $9,223,485,500 |
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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