RM INVESTMENT STRATEGIES, LLC
CRD #322828 SEC #801-126515 GRAND RAPIDS, MI (877) 803-6087
SEC Registered
Total AUM
$25.6M
Discretionary
$25.6M
Employees
3
Clients
--
Accounts
102
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $25.6M | $25.6M | $0 | 3 | 0 |
| Mar 2024 | $22.9M | $22.9M | $0 | 5 | 0 |
| Jan 2024 | $0 | $0 | $0 | 2 | 0 |
| Dec 2023 | $0 | $0 | $0 | 2 | 0 |
| Jun 2023 | $0 | $0 | $0 | 2 | 0 |
| Mar 2023 | $0 | $0 | $0 | 2 | 0 |
| Aug 2022 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$25.6M
Discretionary$25.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$22.9M
Discretionary$22.9M
Non-Disc.$0
Employees5
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0