Retirement Management Systems
Firm details
- Headquarters
- Leonardtown, Maryland
- CRD number
- 150351
- Registered since
- January 19, 2010
- Website
- www.manage401k.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals51.32%
- HNWI48.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Retirement Management Systems is an independent registered investment adviser organized as a corporation and registered with the SEC in 2010. Ownership is listed as individual and the firm serves primarily individual and family clients. Its fee structure combines asset-based fees with hourly and fixed-fee engagements. Advisory services emphasize comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars/workshops. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Cash & Cash Equivalents10%
- Exchange Traded Equities2%
- US Government Bonds1%
- Other1%
Owners & executives
1 of 1
Joseph Scarborough
President and CEOCRD 1011773
Contacts
3 of 3
Matthew Scarborough
Partner, Financial AdvisorCRD 7191345
John Blamphin
General ManagerCRD 4565896
Debra Rosenthal-ritter
Investment Adviser RepresentativeCRD 1286796
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$522M in ETFs
72%
$375M
22%
$147M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $37.3M | 313,160 | 7.14% |
Location
Leonardtown, MD
Saint Marys
Location
Leonardtown, MD
Headquartered in Leonardtown, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Saint Marys
- Address
- 41615 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Alliance Partners LLC
RIAChevy Chase, MD
Berman Mcaleer
RIATimonium, MD
Trumbower Financial Advisors LLC
RIABethesda, MD
WBH Advisory, Inc.
RIABaltimore, MD
Albion River
RIARockville, MD
Advisorshares
RIABethesda, MD