Rm Financial Services, LLC
Rm Financial Services, LLC is an SEC-registered mass-market adviser in Falmouth, ME with $245.4M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Rm Financial Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304297, SEC 801-120468, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $245.4M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Falmouth, ME
- Employees
- 4
- Clients
- 402
- CRD
- 304297
- Ownership
- MACLEOD, MARK, LAWRENCE; MOORE, CAYLA, JANE; RUGH, AARON, PIKE
How much AUM does Rm Financial Services, LLC have?
Rm Financial Services, LLC reported $245.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Rm Financial Services, LLC?
Disclosed owners and executives of Rm Financial Services, LLC include MACLEOD, MARK, LAWRENCE, MOORE, CAYLA, JANE, RUGH, AARON, PIKE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.