RMR Wealth Builders is an investment advisor in Montclair with $1.05 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
112812983
SEC advisor number
801-80404
FINRA CRD number
169005
AUM ?
$1.70 bn
(as of 1 Apr 24)
Accounts
3,965
(as of 1 Apr 24)
Employees
47
(43 investment advisory or research)
Address
RMR Wealth Builders
500 GLENPOINTE CENTRE WEST
4TH FLOOR, SUITE 39
TEANECK
NJ 07666
500 GLENPOINTE CENTRE WEST
4TH FLOOR, SUITE 39
TEANECK
NJ 07666
Phone
2018362460
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
15 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22