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RMC FINANCIAL ADVISORS, LLC
CRD 144821
2744 DEL RIO PLACE, SUITE 100, DAVIS, CA, 95618, United States
Phone
530-756-4722
Fax
530-756-4717
Registration
— (—)
Source
State registered
Total AUM
$38.8M
Discretionary AUM
$38.8M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 146 | $20.0M |
| High net worth individuals | 10 | $18.8M |
Official SEC filing: View on IAPD