RESEARCH FINANCIAL STRATEGIES - Financial Advisor in Maryland, Rockville

Tel: 301-294-7500 2273 Research Blvd Suite 101 Rockville, Maryland 20850-3264

About RESEARCH FINANCIAL STRATEGIES

RESEARCH FINANCIAL STRATEGIES is a Rockville, Maryland based financial advisory firm with nearly $273,008,020 in assets under management and provides investment advisory services for 1490 clients. There are currently 11 financial advisors at the firm.

General Information

Firm CRD#:

153247

Firm SEC#:

801-71400

Assets Under Management:

$273,008,020

No. of Clients:

1490

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF ANNUAL INCOME OR NET WORTH)

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