Overview
Assets Under Management: $255 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 370
Average Client Assets: $408,108
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 370
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.60
Average High-Net-Worth Client Assets: $408,108
Total Client Accounts: 805
Discretionary Accounts: 736
Non-Discretionary Accounts: 69
Regulatory Filings
CRD Number: 153641
Last Filing Date: 2025-01-07 00:00:00
Website: https://rcmfs.com