Investment adviser · CRD 153247
RESEARCH FINANCIAL STRATEGIES
Investment adviser filing (IA)
REUTEMANN FINANCIAL SOLUTIONS, INC.
ROCKVILLE, MD, United States · Form ADV filed Apr 22, 2026
- Regulatory AUM
- $252M Form ADV · Item 5.F
- Client accounts
- 1,250 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 93 | $165,985,377 | 66.0% |
| Individuals | 418 | $72,351,935 | 28.8% |
| Retirement plans | 22 | $12,219,581 | 4.9% |
| Charities | Fewer than 5 | $606,859 | 0.2% |
| Corporations & businesses | Fewer than 5 | $475,067 | 0.2% |
Filing source
Form ADV 2096362 · Apr 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2273 RESEARCH BLVD, SUITE 101ROCKVILLE, MD, 20850-3264, United States
CRD 153247
Filing source
Form ADV 2096362 · Apr 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.