RESEARCH FINANCIAL STRATEGIES

2273 Research Blvd
Suite 101
Rockville, Maryland 20850-3264
Tel: 301-294-7500

About RESEARCH FINANCIAL STRATEGIES

RESEARCH FINANCIAL STRATEGIES, formally registered with the SEC as RESEARCH FINANCIAL STRATEGIES. The firm was established in 05/03/2010. They have over 7 offices throughout the country.

RESEARCH FINANCIAL STRATEGIES is a Rockville, Maryland based Financial Planning firm with nearly $273,008,020 assets under management, offering retirement planning & investment advisory services to 1490 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153247
SEC#	801-71400
Assets Managed by Firm	$273,008,020
No. of Clients	1490
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF ANNUAL INCOME OR NET WORTH)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1490	$273,008,020
Individuals (other than high net worth individuals)	509	$96,183,841
High net worth individuals	94	$164,267,956
Pension and profit sharing plans	27	$11,489,482
Charitable organizations	Fewer than 5 clients	$105,701
Corporations or other businesses	6	$961,040

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