RM FINANCIAL SERVICES, LLC

FALMOUTH, Maine·3 registered advisors·CRD# 304297
SEC# 801-1204681(207) 781-7637
01

Firm Overview

AUM
$208M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at RM FINANCIAL SERVICES, LLC

3 registered advisors
Aaron Pike Rugh
FALMOUTH, Maine
Cayla Jane Moore
FALMOUTH, Maine
Mark Lawrence Macleod
FALMOUTH, Maine
05

Office Locations

FALMOUTH, Maine
3 advisors

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Data sourced from SEC Form ADV filings. RM FINANCIAL SERVICES, LLC (CRD# 304297) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.