Rlms Business Consultants

RIASEC Registered
Total AUM
$9.5M
Discretionary
$9.5M
100% of AUM
Avg account
$792K
Accounts
12
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
130602
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Rlms Business Consultants is an independent registered investment adviser organized as a sole proprietorship and owned by an individual. The firm provides fee-based advisory services to individuals, families and small businesses, offering portfolio management for both personal and business/institutional clients. Its typical fees include a percentage-of-assets-under-management arrangement and hourly charges. The adviser does not describe itself as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Contacts

1 of 1
  • Richard Biniak, Jr.

    PresidentCRD 4768776

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth