Overview
Assets Under Management: $220 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 71
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 172
Discretionary Accounts: 172
Regulatory Filings
CRD Number: 300082
Last Filing Date: 2024-03-26 00:00:00
Website: https://rmpwealth.com