Overview
Assets Under Management: $460 million
Headquarters: NAPLES, FL
High-Net-Worth Clients: 11
Average Client Assets: $4.8 million
Frequently Asked Questions
REAL ESTATE MANAGEMENT SERVICES GROUP, 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 #112322), REAL ESTATE MANAGEMENT SERVICES GROUP, LLC is subject to fiduciary duty under federal law.
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC is headquartered in NAPLES, FL.
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC serves 11 high-net-worth clients according to their SEC filing dated November 30, 2018. View client details ↓
According to their SEC Form ADV, REAL ESTATE MANAGEMENT SERVICES GROUP, LLC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC manages $460 million in client assets according to their SEC filing dated November 30, 2018.
According to their SEC Form ADV, REAL ESTATE MANAGEMENT SERVICES GROUP, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 11.53%
Average Client Assets: $4.8 million
Total Client Accounts: 24
Discretionary Accounts: 24
Regulatory Filings
CRD Number: 112322
Filing ID: 1254713
Last Filing Date: 2018-11-30 14:44:00