← Back to searchVisit website
RMC INVESTMENT ADVISORS
RESOURCES MANAGEMENT CORP
CRD 104674 · SEC 801-21902
643 PROSPECT AVENUE, WEST HARTFORD, CT, 06105, United States
Phone
860-561-1245
Fax
860-561-1310
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.07B
Discretionary AUM
$998.9M
Team
14 total employees; 7 advisory reps; 5 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-29
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 186 | $68.2M |
| High net worth individuals | 160 | $794.4M |
| Pension/profit sharing plans | 2 | $7.2M |
| Charitable organizations | 7 | $41.5M |
| State/municipal entities | 2 | $8.8M |
| Corporations/business entities | 26 | $147.0M |
States served
CA, MA, NJ, NY, RI, SC, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD