Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > north dakota > fargo > RPM ADVISORS, LLC
RPM ADVISORS, LLC
1133-D Harwood Drive S.
Fargo, North Dakota 58104
Tel: 701-205-1594
About RPM ADVISORS, LLC
RPM ADVISORS, LLC, formally registered with the SEC as RPM ADVISORS, LLC. The firm was established in 04/21/2017. They have over 1 offices throughout the country.
RPM ADVISORS, LLC is a Fargo, North Dakota based Financial Planning firm with nearly $149,372,139 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167729 |
| SEC# | 801-110439 |
| Assets Managed by Firm | $149,372,139 |
| No. of Clients | 17 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 17 | $149,372,139 |
| Individuals (other than high net worth individuals) | 3 | $582,983 |
| High net worth individuals | 1 | $2,845,907 |
| Pension and profit sharing plans | 10 | $145,943,249 |
More Retirement Planning firms in Fargo, North Dakota:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $848,373,480 | 12 | 5 | |
| $599,419,819 | 485 | 5 | |
| $256,889,061 | 508 | 2 | |
| $216,828,298 | 742 | 3 | |
| $197,216,763 | 965 | 2 |
Explore More Retirement Advisors in Fargo, North Dakota