Realm Investment Consulting LLC

Overview

Realm Investment Consulting LLC is an independent registered investment adviser organized as an LLC that advises individual and family clients. The firm provides financial planning and portfolio management services for individuals and small businesses and charges a mix of fee structures: percentage of AUM, hourly fees, and fixed fees. Realm is structured for a single-owner model and does not present itself as a multi-state adviser, pension consultant, or capital allocator. The firm does not identify as an active ESG investor. An industry affiliation with accountants is noted.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices