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Rmh Iii Investment Management, LLC (Sarasota)


Rmh Iii Investment Management, LLC is an adviser based in Sarasota. It manages $60.3 million of regulatory assets for 116 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Florida.

Rmh Iii Investment Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rmh Iii Investment Management: assets under management

The assets under management (AUM) of Rmh Iii Investment Management, LLC is $60.3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $60.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $519.83 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rmh Iii Investment Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sarasota

The principal office where Rmh Iii Investment Management, LLC performs its advisory services is located at 1800 2 Nd Street, Sarasota, FL 34236, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 941-954-5888 or by fax 941-954-5444. The normal business hours are 9:00 am - 4:30 pm on Monday - Friday.


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