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Rwq Financial Management Services, Inc.

● SEC registered since 2021CRD 297541SEC# 801-120734
Export (members)
Reg. AUM
$255.7M
Employees
2
Accounts
322
Location

Rwq Financial Management Services, Inc. assets under management

Rwq Financial Management Services, Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $255.7 million in regulatory assets under management and employs 2 people.

Rwq Financial Management Services, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Robert William Quinlan ControlManaging Member/CcoOver 75%2016

Frequently asked questions

How much does Rwq Financial Management Services, Inc. manage?

Rwq Financial Management Services, Inc. reports $255.7 million in regulatory assets under management on its Form ADV.

How many employees does Rwq Financial Management Services, Inc. have?

Rwq Financial Management Services, Inc. reports 2 employees.

Does Rwq Financial Management Services, Inc. disclose fund performance?

Rwq Financial Management Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone732-600-5557
Office hours8:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$255.7M
Non-discretionary$0
Total (RAUM)$255.7M