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RM INVESTMENT STRATEGIES, LLC

CRD 322828 · SEC 801-126515

Visit website

4981 CASCADE ROAD SE, SUITE C, GRAND RAPIDS, MI, 49546, United States

Phone

(877) 803-6087

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$21.9M

Discretionary AUM

$21.9M

Team

3 total employees; 2 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Portfolio management (individuals)

States served

MI, MN, TX, FL

All web addresses on file

Official SEC filing: View on IAPD