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Rm Investment Management Inc (Beachwood)


Rm Investment Management Inc is an internet adviser based in Beachwood. It manages $23.32 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.




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

Rm Investment Management: assets under management

The assets under management (AUM) of Rm Investment Management Inc is $23.32 million. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $22.63 million in discretionary accounts and $693.36 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $905.07 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $693.36 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rm Investment Management Inc for their services and products based on a percentage of assets under management and fixed fees. 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 Beachwood

The principal office where Rm Investment Management Inc performs its advisory services is located at 23611 Chagrin Blvd., Ste 280, Beachwood, OH 44122, 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 216-831-8400 or by fax 216-831-8401. The normal business hours are 8:00 am - 5:00pm on Monday - Friday.


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