SEC Form ADV

RM FINANCIAL SERVICES, LLC

Firm profile: RM Financial Services — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserME
$245.4M
Assets Under Management
980
Total Clients
4
Employees
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Registration Details

Accession
CRD-304297
Location
FALMOUTH, ME
Filing Date
March 23, 2026
AUM
$245.4M
Total Clients
980
Institutional Clients
8
Employees
4
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsGovernment EntitiesCorporations

About this Adviser

RM FINANCIAL SERVICES, LLC is a registered investment adviser headquartered in FALMOUTH, ME, managing approximately $245.4M in assets across 980 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.