Overview
Assets Under Management: $133 million
High-Net-Worth Clients: 47
Average Client Assets: $2.1 million
Frequently Asked Questions
BRM INVESTMENT MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #323439), BRM INVESTMENT MANAGEMENT LLC is subject to fiduciary duty under federal law.
BRM INVESTMENT MANAGEMENT LLC serves 47 high-net-worth clients according to their SEC filing dated May 10, 2023. View client details ↓
According to their SEC Form ADV, BRM INVESTMENT MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BRM INVESTMENT MANAGEMENT LLC manages $133 million in client assets according to their SEC filing dated May 10, 2023.
According to their SEC Form ADV, BRM INVESTMENT MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.89%
Average Client Assets: $2.1 million
Total Client Accounts: 306
Discretionary Accounts: 306
Regulatory Filings
CRD Number: 323439
Filing ID: 1761554
Last Filing Date: 2023-05-10 14:44:00