REALTERM

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

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 Status	Approved
Firm CRD#	322689
SEC#	801-128609
Assets Managed by Firm	$9,223,485,500
No. of Clients	13
No. of Advisors	228

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 Clients	AUM
Firm Total	13	$9,223,485,500

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