The RMR WEALTH BUILDERS, INC. is a privately held investment adviser that advises $2.89Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. RMR WEALTH BUILDERS, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 678.67% over the last 5-years.
The Group has been registered with the SEC for 11.8 years and is comprised of 1 filing and 0 relying advisers. They operate out of 8 office locations with their Headquarters at 111 GROVE STREET SUITE 203, MONTCLAIR, NEW JERSEY. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 64 employees comprised of 49 investment and 15 non-investment staff. The total number of Employees increased by 72.97% over the last 5-years.
Their $2.89Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 191 other accounts. Assets of High Net Worth Individuals clients own $1.34Bn or 46.45% of Total Assets and Corporations or Other Businesses own $855.96mn or 29.66% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
RMR WEALTH BUILDERS, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.