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RM FINANCIAL SERVICES, LLC

FALMOUTH, ME · CRD 304297 · IAPD ↗ · rmfsllc.com · (207) 781-7637

$245.4MRegulatory AUM
3Advisory reps
4Employees
0Clients
26-50Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
May 2025 — RM FINANCIAL SERVICES, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.