RETIREMENT MANAGEMENT SYSTEMS

721 Main Street
Suite 100
Stevensville, Maryland 21666
Tel: 888-870-7674

About RETIREMENT MANAGEMENT SYSTEMS

RETIREMENT MANAGEMENT SYSTEMS, formally registered with the SEC as RETIREMENT MANAGEMENT SYSTEMS. The firm was established in 01/19/2010. They have over 3 offices throughout the country.

RETIREMENT MANAGEMENT SYSTEMS is a Stevensville, Maryland based Financial Planning firm with nearly $1,449,171,348 assets under management, offering retirement planning & investment advisory services to 3971 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150351
SEC#	801-70978
Assets Managed by Firm	$1,449,171,348
No. of Clients	3971
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops
Other (ASSET ALLOCATION ADVICE)

Firm Client Information

	No. of Clients	AUM
Firm Total	3971	$1,449,171,348
Individuals (other than high net worth individuals)	2570	$883,518,388
High net worth individuals	399	$565,652,960

More Retirement Planning firms in Stevensville, Maryland:

Firm Name	Assets Under Management	Total Clients	Total Advisors
T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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