Research Financial Strategies, MD — Investment Adviser | BuildTrust

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RESEARCH FINANCIAL STRATEGIES

Investment AdviceROCKVILLE, MD

Assets Under Management

$254.4M

Total AUM

Donut chart: Discretionary 254.4M
Category	Value
Discretionary	254.4M

Adviser Information

Field	Value
CRD Number	153247
SEC Number	801-71400
Street Address	2273 RESEARCH BLVD
Street Address 2	SUITE 101
Location	ROCKVILLE, MD 20850-3264
Country	United States
Phone	301-294-7500
Fax	301-294-7504
Total Employees	10
Business Types	registered_representative, insurance_broker

Client Count by Type (580 Total)

Horizontal bar chart: Individuals (other than H… 458, High Net Worth Individual… 98, Pension/Profit Sharing Pl… 24
Category	Value
Individuals (other than H…	458
High Net Worth Individual…	98
Pension/Profit Sharing Pl…	24