Rmr Wealth Management

EST. AUM
$195,372,517

CONTACTS
2

CLIENT ACCOUNTS
440

Firm Details

Metro area New York City
CRD Number 152266
Website rmrwm.com
Client types

Overview

RMR Wealth Management, LLC is an SEC-registered investment advisory firm specializing in comprehensive and personalized wealth management planning for high net worth individuals and institutional clients. Founded by Brian Mayer and Phil Rabinovich, who together have over 50 years of experience in financial services and wealth management, the firm is committed to guiding clients through every step of the financial planning process with transparency. Investment decisions at RMR Wealth Management are tailored to each client's specific goals and aligned with collaboratively developed strategies.

Platform Details

Investment Preferences

Alternative Activity