RM FINANCIAL SERVICES, LLC
CRD #304297 SEC #801-120468 FALMOUTH, ME (207) 781-7637
SEC Registered
Total AUM
$221.1M
Discretionary
$211.6M
Employees
5
Clients
26
Accounts
993
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $221.1M | $211.6M | $9.5M | 5 | 0 |
| Mar 2025 | $221.1M | $211.6M | $9.5M | 5 | 0 |
| Nov 2024 | $207.8M | $201M | $6.7M | 5 | 0 |
| Mar 2024 | $207.8M | $201M | $6.7M | 5 | 0 |
| Oct 2023 | $172.4M | $172.4M | $0 | 6 | 0 |
| Jul 2023 | $172.4M | $172.4M | $0 | 6 | 0 |
| Mar 2023 | $172.4M | $172.4M | $0 | 6 | 0 |
| Nov 2022 | $168.3M | $168.3M | $0 | 5 | 0 |
| Mar 2022 | $168.3M | $168.3M | $0 | 5 | 0 |
| Apr 2021 | $125.5M | $125.5M | $0 | 4 | 0 |
| Feb 2021 | $125.5M | $125.5M | $0 | 4 | 0 |
| Feb 2021 | $125.5M | $125.5M | $0 | 4 | 0 |
DateApr 2025
Total AUM$221.1M
Discretionary$211.6M
Non-Disc.$9.5M
Employees5
Clients0
DateMar 2025
Total AUM$221.1M
Discretionary$211.6M
Non-Disc.$9.5M
Employees5
Clients0
DateNov 2024
Total AUM$207.8M
Discretionary$201M
Non-Disc.$6.7M
Employees5
Clients0
DateMar 2024
Total AUM$207.8M
Discretionary$201M
Non-Disc.$6.7M
Employees5
Clients0
DateOct 2023
Total AUM$172.4M
Discretionary$172.4M
Non-Disc.$0
Employees6
Clients0
DateJul 2023
Total AUM$172.4M
Discretionary$172.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$172.4M
Discretionary$172.4M
Non-Disc.$0
Employees6
Clients0
DateNov 2022
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees5
Clients0
DateApr 2021
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees4
Clients0