Investment adviser · CRD 159364
RMR WEALTH CREATIONS, INC.
Investment adviser filing (IA)
LINCOLN, NE, United States · Form ADV filed May 2, 2012
- Regulatory AUM
- $1.5M Form ADV · Item 5.F
- Client accounts
- 12 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
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: May 2, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
1201 O STREET SUITE 101LINCOLN, NE, 68506, United States
CRD 159364
Filing source
Form ADV 644816 · May 2, 2012 · 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.