Overview
Assets Under Management: $1.7 billion
Headquarters: LEONARDTOWN, MD
High-Net-Worth Clients: 523
Average Client Assets: $1 million
Frequently Asked Questions
RETIREMENT MANAGEMENT SYSTEMS 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 #150351), RETIREMENT MANAGEMENT SYSTEMS is subject to fiduciary duty under federal law.
RETIREMENT MANAGEMENT SYSTEMS is headquartered in LEONARDTOWN, MD.
RETIREMENT MANAGEMENT SYSTEMS serves 523 high-net-worth clients according to their SEC filing dated November 18, 2025. View client details ↓
According to their SEC Form ADV, RETIREMENT MANAGEMENT SYSTEMS offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
RETIREMENT MANAGEMENT SYSTEMS manages $1.7 billion in client assets according to their SEC filing dated November 18, 2025.
According to their SEC Form ADV, RETIREMENT MANAGEMENT SYSTEMS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 523
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.96
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 4,142
Discretionary Accounts: 4,126
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 150351
Filing ID: 2023296
Last Filing Date: 2025-11-18 13:58:06
Website: 2