Assets Under Management
$25.6M
Number of Clients
64
Number of Advisors
2
Average Client AUM
$400K
AUM per Advisor
$12.8M
Compensation
Fee-Only (AUM)
RM Investment Strategies, LLC provides investment advisory services, including portfolio management and financial planning. They work with clients to determine their needs, goals, and risk tolerance, and then place them in one or more of the firm’s portfolios. They may also recommend third-party investment advisers.
4981 Cascade Road SE, Suite C, Grand Rapids, MI, 49546