← Tributary

BRM INVESTMENT MANAGEMENT LLC

· CRD 323439 · IAPD ↗ · brminvestment.com · 5136555566

$132.9MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
2States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — BRM INVESTMENT MANAGEMENT LLC (location n/a) left the SEC roster (was $132.9M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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