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Aaron Pike Rugh

RM FINANCIAL SERVICES, LLC·FALMOUTH, Maine
Clean recordRM FINANCIAL SERVICES, LLC
362 US ROUTE ONE, FALMOUTH, ME 04105CRD# 2364853Firm CRD# 304297

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aaron Pike Rugh · FALMOUTH, ME
Registration
CRD #2364853 · RM FINANCIAL SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Aaron Pike Rugh is a registered financial advisor based in FALMOUTH, Maine, affiliated with RM FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
RM FINANCIAL SERVICES, LLC
RM FINANCIAL SERVICES, LLC
AUM
$208M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at RM FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2364853
Firm CRD# 304297
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Aaron Pike Rugh offer?
Aaron Pike Rugh specializes in Financial Planning, Investment Management. Contact their office in FALMOUTH, Maine for a consultation.
What are Aaron Pike Rugh's credentials?
Aaron Pike Rugh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron Pike Rugh located?
Aaron Pike Rugh is based in FALMOUTH, Maine, working with RM FINANCIAL SERVICES, LLC. Their office serves clients in the FALMOUTH metropolitan area and surrounding communities.
How does Aaron Pike Rugh charge for services?
Aaron Pike Rugh's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RM FINANCIAL SERVICES, LLC?
RM FINANCIAL SERVICES, LLC has approximately 5 employees and manages $208M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RM FINANCIAL SERVICES, LLC

Cayla Jane Moore
FALMOUTH, ME
Mark Lawrence Macleod
FALMOUTH, ME

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Research
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