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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-19-2020
- Office Locations
- 2
Office Locations
About RMG Advisors
RMG Advisors is a Rockville, MD RIA providing comprehensive wealth management and financial planning, integrating taxes and market/economic trends into personalized investment plans. The team has deep specialty in divorce financial planning (CDFA with advanced mediation training) and federal employee benefits planning (ChFEBC; TSP, CSRS/FERS, FEHB, Social Security). Portfolios commonly use ETFs and mutual funds and are custodied at firms including Fidelity/NFS.
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Owner & Executives
JAMIE SUZANNE LAPIN
Chief Compliance Officer, Owner, Private Wealth Advisor
- CRD
- #855217
- Ownership
- 50% but less than 75%
THIAGO GLIEGER
Owner, Private Wealth Advisor
- CRD
- #6326737
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Benjamin Jay Amos
--
- CRD
- #8159260
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $200,477,570 | $431,135 |
| Non-Discretionary | $0 | -- |
| Total | $200,477,570 | $431,135 |
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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 |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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