Overview
Assets Under Management: $307 million
Headquarters: AMERICAN FORK, UT
High-Net-Worth Clients: 96
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.25
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 360
Discretionary Accounts: 360
Regulatory Filings
CRD Number: 120253
Last Filing Date: 2025-02-06 00:00:00
Website: https://rcminvestments.com