RIM Associates, Inc

Overview

RIM Associates, Inc. is a small, privately owned corporate advisory firm that provides fee-based portfolio management, primarily for individual and family clients and small businesses. The firm bills on a percentage-of-AUM basis and describes its core advisory activity as discretionary portfolio management for individuals and small businesses. It is owner-operated (individual ownership), does not market itself as an ESG investor, and is not identified as a multistate or newly formed adviser. RIM Associates does not act as a capital allocator or a pension consultant and does not report any related-adviser affiliation.

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Public Holdings

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Location & Offices