Rkm Advisors Inc is a large advisory firm based in West Chester. It manages $272.89 million of regulatory assets for 199 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.
Rkm Advisors provides financial planning services, portfolio management for individuals and small businesses, and tax preparation and financial & tax advisory services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rkm Advisors Inc is $272.89 million. The firm's AUM has grown by 500% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rkm Advisors Inc for their services and products based on hourly charges and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Richard Keen May has been acting as President since 1 Jan 1994. Julie Caillouet May joined the executive team most recently as the Corporate Secretary.
The principal office where Rkm Advisors Inc performs its advisory services is located at 121 North Walnut Street, West Chester, PA 19380, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-696-3689 or by fax 610-696-6161. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at rkmadvisors.com/.