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RMR WEALTH BUILDERS, INC.
RMR WEALTH BUILDERS, INC.
MONTCLAIR, New Jersey
·
6 registered advisors
·
CRD# 169005
SEC# 801-80404
25
(201) 836-2460
01
Firm Overview
AUM
$1.7B
Regulatory assets under management
Employees
47
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: INSURANCE COMPENSATION
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at RMR WEALTH BUILDERS, INC.
6 registered advisors
Douglas Richard Roth
MONTCLAIR, New Jersey
CRD# 1185172
Edward Albert Majtenyi
MONTCLAIR, New Jersey
CRD# 1185238
James Patrick Barrett
TEANECK, New Jersey
CRD# 1069051
Joseph James Russo
MONTCLAIR, New Jersey
CRD# 3063691
Ryan Patrick Degrau
MONTCLAIR, New Jersey
CRD# 5562538
Steven Felix Sergio
MONTCLAIR, New Jersey
CRD# 6116424
05
Office Locations
MONTCLAIR, New Jersey
5 advisors
TEANECK, New Jersey
1 advisor
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Data sourced from SEC Form ADV filings. RMR WEALTH BUILDERS, INC. (CRD# 169005) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.