RMR WEALTH BUILDERS, INC.

111 Grove Street
Suite 203
Montclair, New Jersey 07042
Tel: (201) 836-2460

About RMR WEALTH BUILDERS, INC.

RMR WEALTH BUILDERS, INC, formally registered with the SEC as RMR WEALTH BUILDERS, INC. The firm was established in 10/14/2014. They have over 27 offices throughout the country.

RMR WEALTH BUILDERS, INC. is a Montclair, New Jersey based Financial Planning firm with nearly $1,695,730,206 assets under management, offering retirement planning & investment advisory services to 3965 clients. The firm is staffed with 47 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169005
SEC#	801-80404
Assets Managed by Firm	$1,695,730,206
No. of Clients	3965
No. of Advisors	47

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (INSURANCE COMPENSATION)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (CONSULTING ENGAGEMENT FOR SPECIFIC PURPOSE SUCH AS EDUCATION FUNDING, ESTATE PLANNING)

Firm Client Information

	No. of Clients	AUM
Firm Total	3965	$1,695,730,206
Individuals (other than high net worth individuals)	1233	$337,014,545
High net worth individuals	302	$725,446,647
Pension and profit sharing plans	109	$305,461,174
Charitable organizations	1	$142,268,927
Corporations or other businesses	53	$185,538,913

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BLACKROCK INVESTMENT MANAGEMENT, LLC 1 University Square Drive Princeton, NJ, 08540	$458,191,510,749	46332	1483

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