Overview
Assets Under Management: $199 million
Headquarters: ANNAPOLIS, MD
High-Net-Worth Clients: 71
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.37
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 666
Discretionary Accounts: 666
Regulatory Filings
CRD Number: 291678
Last Filing Date: 2024-08-01 00:00:00
Website: https://rcsplanning.com