RMR Wealth Management Revenue
Financial Services • 
Manhattan, New York, United States • 1-10 Employees
RMR Wealth Management revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Key Contacts at RMR Wealth Management
Brian Mayer
Co-Founder And Managing Partner
Lore Gordon
Managing Director, Registered Principal
Company overview
| Headquarters | 655Third Avenue, New York, NY 10017, US |
| Phone number | +12127854377 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Annuities, Retirement Planning, Insurance, Estate Planning, Corp 401(K) And Pension Plans, Educational Savings Planning, Managed Money |
| Founded | 2009 |
| Employees | 1-10 |
| Socials |
RMR Wealth Management Email Formats
RMR Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@rmrwm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@rmrwm.com | 100% |
About RMR Wealth Management
RMR Wealth Management, LLC is an SEC-registered investment advisory firm that provides high net worth individuals and institutional clients with comprehensive and personalized investment management expertise. RMR Wealth Management was founded by three senior investment officers with over 45 years of combined financial services and wealth management experience. Our investment approach is built on identifying each client’s unique objectives and establishing a customized investment plan to meet them. We address each critical step in the investment management process including: goal setting and risk/return profiling; asset allocation modeling and execution; rigorous investment selection, monitoring and reporting. We work with you to develop the foundation for a long-term strategy designed to meet your specific investment needs. RMR Wealth Management works with you through every step of the process in an open and transparent way, and every investment decision we make is determined by and geared toward the strategy that we design and implement together. At all times, we maintain the flexibility to alter the plan should circumstances change and require us to modify the strategy. We understand and appreciate our role as advisors. As partners in this process, we work hand in hand with you to address both the financial opportunities and challenges along the way.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
RMR Wealth Management has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
RMR Wealth Management has never raised funding before.
RMR Wealth Management Tech Stack
Discover the technologies and tools that power RMR Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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United Kingdom
Israel
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Frequently asked questions
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