RMH INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- TUCSON, Arizona
- CRD number
- 148650
- Website
- www.rmhinvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.67%
- Individuals15.31%
- Charitable Organizations1.02%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
RMH Investment Management, LLC is an independent, owner-operated registered investment adviser that manages portfolios for individuals, families and some institutional clients. The firm charges fees as a percentage of assets under management and positions itself as a capital allocator — constructing portfolios directly and selecting third‑party managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, the selection of other advisers, periodic publications and educational seminars. Investment positioning shows a clear equity preference: exchange-traded equities represent the single largest asset slice in the portfolio mix. The firm does not identify as an active ESG investor and operates under a single-state footprint. RMH’s approach blends direct equity exposure with mutual fund usage and external real estate allocations via third‑party managers.
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
- Exchange Traded Equities50%
- Non-Investment Grade Corp Bonds12%
- Non-Exchange Traded Equities10%
- Public Funds/Mutual Funds10%
- Investment Grade Corp Bonds7%
Contacts
2 of 2RICHARD MUNDINGER
PrincipalCRD 2686311
ASHLYN TUCKER
Financial AnalystCRD 7532174
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TUCSON, AZ
PIMA
Location
TUCSON, AZ
Headquartered in TUCSON, AZ, anchoring the Tucson-Nogales, AZ metro in the West.
- Metro area
- Tucson-Nogales, AZ
- Region
- West
- County
- PIMA
- Address
- 3430 E Sunrise Dr
- Time zone
- MT (UTC-7)
- Office locations
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