RM INVESTMENT STRATEGIES, LLC

4981 Cascade Road Se, Suite C
Grand Rapids, Michigan 49546
Tel: (877) 803-6087

About RM INVESTMENT STRATEGIES, LLC

RM INVESTMENT STRATEGIES, LLC, formally registered with the SEC as RM INVESTMENT STRATEGIES, LLC. The firm was established in 09/07/2022. They have over 2 offices throughout the country.

RM INVESTMENT STRATEGIES, LLC is a Grand Rapids, Michigan based Financial Planning firm with nearly $25,622,347 assets under management, offering retirement planning & investment advisory services to 102 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	322828
SEC#	801-126515
Assets Managed by Firm	$25,622,347
No. of Clients	102
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	102	$25,622,347
Individuals (other than high net worth individuals)	39	$18,935,414
High net worth individuals	25	$6,686,933

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