RMR Wealth Builders, Inc.

RIASEC RegisteredEst. 2014

Total AUM

$2.9B

Discretionary

$2.4B

82% of AUM

Avg account

$569K

Accounts

5,069

Employees

Advisory reps

Firm details

Headquarters: Montclair, New Jersey
CRD number: 169005
Registered since: October 14, 2014
Website: www.rmrwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI46.45%
Corporations / Businesses29.66%
Individuals15.89%
Charitable Organizations6.15%
Investment Companies1.76%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

RMR Wealth Builders, Inc. is an independent registered investment adviser that has been SEC-registered since 2014. The firm serves a mix of individual/family and institutional clients and acts as a capital allocator, combining advisory and product-distribution activities (it also operates as an insurance broker and other financial product salesperson). Core advisory services include comprehensive financial planning and portfolio management across individuals, small businesses, investment companies and institutions, with added capabilities in pension consulting, manager selection and educational workshops. Ownership is listed as a mix of a domestic entity and an individual. The firm does not position itself as an active ESG investor. It offers fee arrangements that include percentage-of-AUM billing as well as hourly and fixed fees, and it provides both discretionary and non-discretionary portfolio management solutions.