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RETIREMENT MANAGEMENT SYSTEMS
RETIREMENT MANAGEMENT SYSTEMS, INC.
CRD 150351 · SEC 801-70978
41615 PARK AVENUE, SUITE 115, LEONARDTOWN, MD, 20650, United States
Phone
301-327-5312
Fax
410-573-1196
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.89B
Discretionary AUM
$1.89B
Team
11 total employees; 5 advisory reps; 39 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminarsASSET ALLOCATION ADVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2479 | $968.4M |
| High net worth individuals | 553 | $918.4M |
States served
AL, AK, AZ, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, NE, NV, NJ, NY, NC, OH, OK, OR, PA, RI, SC, TN, VA, WV, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
- https://twitter.com/thenewfiduciary
- https://www.facebook.com/oakwealthpartners
- http://www.manage401K.com
- http://www.oakwealthpartners.com
- https://www.facebook.com/manage401k
- https://www.instagram.com/oakwealthpartners
- https://www.linkedin.com/company/retirement-management-systems-inc
- https://linkedin.com/company/oakwealthpartners
Official SEC filing: View on IAPD