Richard Aaron Burling

CFA

F/m Investments LLC

24 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

F/m Investments LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

20 advisors

Number of Clients

4,484 clients

Average Client Portfolio

$3.8M average

Assets Under Management

$16.9B

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

Location

3050 K. St Nw, Suite 201, Washington, DC, 20007

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

F/m Investments LLC

April 2024 - Present · 1 yr 10 mos

Previous Registrations

Zcm

May 2020 - May 2024 · 4 yrs

Ziegler Capital Management, LLC

April 2013 - June 2020 · 7 yrs 2 mos

Red Granite Advisors LLC

June 2006 - November 2013 · 7 yrs 5 mos

Robert W. Baird & CO. Incorporated

September 2001 - May 2006 · 4 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.