R&M WEALTH MANAGEMENT SERVICES, LLC
CRD #122229 SEC #801-66258 BETHESDA, MD 301-564-3636
SEC Registered
Total AUM
$22.7M
Discretionary
$22.7M
Employees
5
Clients
26
Accounts
27
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2009 | $22.7M | $22.7M | $0 | 5 | -- |
| Feb 2009 | $22.7M | $22.7M | $0 | 5 | -- |
| May 2007 | $40M | $40M | $0 | 5 | -- |
| Feb 2006 | $40M | $40M | $0 | 5 | -- |
DateMar 2009
Total AUM$22.7M
Discretionary$22.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$22.7M
Discretionary$22.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--