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RESEARCH FINANCIAL STRATEGIES

REUTEMANN FINANCIAL SOLUTIONS, INC.

CRD 153247 · SEC 801-71400

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2273 RESEARCH BLVD, SUITE 101, ROCKVILLE, MD, 20850-3264, United States

Phone

301-294-7500

Fax

301-294-7504

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$251.6M

Discretionary AUM

$251.6M

Team

10 total employees; 6 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF ANNUAL INCOME OR NET WORTH

Org form

Corporation

Filing date

2026-04-22

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals418$72.4M
High net worth individuals93$166.0M
Pension/profit sharing plans22$12.2M

States served

CA, CO, DE, DC, GA, IL, LA, MD, NJ, NY, NC, OH, PA, SC, TN, UT, VA, WV, WI, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD