Overview
Assets Under Management: $184 million
High-Net-Worth Clients: 64
Average Client Assets: $2 million
Frequently Asked Questions
RMDR ADVISORS, INC. 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 #118473), RMDR ADVISORS, INC. is subject to fiduciary duty under federal law.
RMDR ADVISORS, INC. serves 64 high-net-worth clients according to their SEC filing dated November 01, 2024. View client details ↓
According to their SEC Form ADV, RMDR ADVISORS, INC. offers portfolio management for individuals. View all service details ↓
RMDR ADVISORS, INC. manages $184 million in client assets according to their SEC filing dated November 01, 2024.
According to their SEC Form ADV, RMDR ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.43
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 555
Discretionary Accounts: 551
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 118473
Last Filing Date: 2024-11-01 00:00:00
Website: https://rmdradvisors.com