RM FINANCIAL SERVICES, LLC
SEC Form ADV profile.
Total regulatory AUM
$245,391,882
Discretionary
$236,736,826
Non-discretionary
$8,655,056
Firm details
- CRD number
- 304297
- SEC file number
- 801-120468
- Main office
- FALMOUTH, ME, United States
- Employees
- 4
- SEC status
- Approved
- Website
- http://www.rmfsllc.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.