RMP Financial, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 168026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI84.75%
- Individuals15.25%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
RMP Financial, Inc. is an independent, privately owned registered investment adviser that focuses on individual and family clients and small-business portfolios. The firm provides financial planning and discretionary portfolio management, charging clients via a percentage-of-AUM schedule and, for some work, hourly fees. RMP reports it is not a multi-state adviser, does not market itself as an active ESG investor, and does not operate as a capital allocator. The firm was recognized by FA Magazine as a Top RIA Firm in 2020.
Assets & Accounts
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
- Non-Exchange Traded Equities50%
- Cash & Cash Equivalents30%
- Exchange Traded Equities10%
- US Government Bonds9%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Roman Pinsky
Managing Principal and CFOCRD 6205902
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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