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RIM ASSOCIATES, INC

CRD 128201

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$37.6M

Discretionary AUM

$37.6M

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-04-29

Disciplinary history

No

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  • SEC IAPD

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals4$991K
High net worth individuals16$16.9M
Pension/profit sharing plans21$15.9M
Charitable organizations3$2.2M
Corporations/business entities5$1.6M

Official SEC filing: View on IAPD