CRD: 144821
RMC Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-19-2007
- Office Locations
- 1
Office Locations
About RMC Financial Advisors, LLC
RMC Financial Advisors, LLC is a Davis, CA registered investment advisor providing investment management and financial planning for individuals, families, and institutions. Portfolios emphasize asset allocation using ETFs and mutual funds alongside cash and investment-grade fixed income, with planning support for retirement, tax, and estate needs. The firm publishes market commentary and notes it does not provide recommendations via social media.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MARK JOSEPH WONG
Owner, Project Manager
- CRD
- #2295806
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
RODNEY YUTAKA NISHIKAWA
Financial Advisor
- CRD
- #2133331
CHRISTOPHER MICHAEL WINK
President
- CRD
- #4317947
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,824,211 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,824,211 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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