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RESPONSIBLE ASSET MANAGEMENT

RESPONSIBLE ASSET MANAGEMENT, LLC.

CRD 123398

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$42.4M

Discretionary AUM

$24.2M

Team

2 total employees; 2 advisory reps

Clients

11-25

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-15

Disciplinary history

Yes

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  • SEC IAPD

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  • FINRA BrokerCheck

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Services

Financial planningPortfolio management (individuals)Pension consultingPublication of periodicals

Client types

TypeClientsAUM
Individuals135$13.7M
High net worth individuals9$10.4M
Pension/profit sharing plans3$18.2M

All web addresses on file

Official SEC filing: View on IAPD