LP Profile

Research Financial Strategies

Also known as research financial strategies

Wealth ManagerRockville, United StatesFounded 1991
Rockville
Headquarters
Investment Focus

About Research Financial Strategies

Research Financial Strategies is a private wealth management firm that was established in 1991 to provide fee based investment advice. Investment advisor near me.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Research Financial Strategies from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$251.6M
Total Clients
1,250
Filing Date
April 22, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Research Financial Strategies?

Research Financial Strategies is a wealth manager based in Rockville, United States.

Where is Research Financial Strategies headquartered?

Research Financial Strategies is headquartered in Rockville, United States.

When was Research Financial Strategies founded?

Research Financial Strategies was founded in 1991.

How can I contact Research Financial Strategies?

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