RMR WEALTH BUILDERS

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RMR Wealth Builders is based out of Teaneck. RMR Wealth Builders is a large advisory firm with 177 clients and discretionary assets under management (AUM) of $149,967,298 (Form ADV from 2019-03-29). Their last reported 13F filing for Q4 2019 included $103,793,000 in managed 13F securities and a top 10 holdings concentration of 30.4%. RMR Wealth Builders's largest holding is Microsoft Corp. with shares held of 42,327. Whalewisdom has at least 1 13F filings

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12/31/2019

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12/31/2019

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RMR WEALTH BUILDERS, INC.
500 GLENPOINTE CENTRE WEST, 4TH FLOOR, SUITE 39
TEANECK NJ    07666
Country: United States

Business Phone: (201) 836-2460
Fax: (201) 836-1897
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NJ
Number of employees: 20
Other Business Activities: insurance broker or agent,,BUSINESS CONSULTING (NON-SECURITIES)
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 177
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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