Research Financial Strategies
Research Financial Strategies is an SEC-registered mass-market adviser in Rockville, MD with $251.6M assets under management (AUM, regulatory AUM), -1% over one year. See who owns Research Financial Strategies: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 153247, SEC 801-71400, data through 2026-04-22.
- AUM (assets under management / regulatory AUM)
- $251.6M (2026-04-22)
- Firm type
- Mass-Market Adviser
- Location
- Rockville, MD
- Employees
- 10
- Clients
- 533
- CRD
- 153247
- Ownership
- REUTEMANN, ANTOINETTE, RENE; REUTEMANN, JOHN, FLEMING; ALEXANDER, VALERIE, L
How much AUM does Research Financial Strategies have?
Research Financial Strategies reported $251.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-22).
Who owns Research Financial Strategies?
Disclosed owners and executives of Research Financial Strategies include REUTEMANN, ANTOINETTE, RENE, REUTEMANN, JOHN, FLEMING, ALEXANDER, VALERIE, L. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.