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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2009
- Office Locations
- 1
Office Locations
About RMH Investment Management, LLC
RMH Investment Management is a Tucson, AZ-based fiduciary, fee-based RIA providing wealth planning and portfolio construction, coordinating with clients’ accountants and estate attorneys to execute financial plans and legacy goals. The firm serves individuals, couples and families as well as businesses and nonprofits, including women navigating loss or divorce. Reported SMA positioning is equity-tilted with heavy ETF use plus corporate bond allocations; primary custodian is Schwab.
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Owner & Executives
RICHARD E MUNDINGER
Principal
- CRD
- #2686311
- Ownership
- 75% or more
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ASHLYN TUCKER
President
- CRD
- #7532174
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,000,000 | -- |
| Non-Discretionary | $6,000,000 | -- |
| Total | $98,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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