RMR WEALTH ADVISORS LLC

MADISON, Wisconsin·2 registered advisors·CRD# 151173
SEC# 801-704870608-663-7676
01

Firm Overview

AUM
$369M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at RMR WEALTH ADVISORS LLC

2 registered advisors
Douglas Keith Giageos
MADISON, Wisconsin
Erik John Mikkelson
MADISON, Wisconsin
05

Office Locations

MADISON, Wisconsin
2 advisors

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Data sourced from SEC Form ADV filings. RMR WEALTH ADVISORS LLC (CRD# 151173) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.