SEC Form ADV

RESEARCH FINANCIAL STRATEGIES

Registered Investment AdviserMD
$251.6M
Assets Under Management
1,250
Total Clients
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Registration Details

Accession
CRD-153247
Location
ROCKVILLE, MD
Filing Date
April 22, 2026
AUM
$251.6M
Total Clients
1,250
Amendment
No

About this Adviser

RESEARCH FINANCIAL STRATEGIES is a registered investment adviser headquartered in ROCKVILLE, MD, managing approximately $251.6M in assets across 1,250 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.