Rkm Advisors Inc (West Chester)

Name: Rkm Advisors Inc
Address: 121 North Walnut Street, West Chester, PA, 19380
Telephone: 610-696-3689

Rkm Advisors Inc is a large advisory firm based in West Chester. It manages $272.89 million of regulatory assets for 199 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

Rkm Advisors provides financial planning services, portfolio management for individuals and small businesses, and tax preparation and financial & tax advisory services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rkm Advisors: assets under management

The assets under management (AUM) of Rkm Advisors Inc is $272.89 million. The firm's AUM has grown by 500% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $270.93 million in discretionary accounts and $1.95 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.38 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $976.94 thousand.

Rkm Advisors has custody of $44.81 million in cash and securities for 25 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rkm Advisors Inc for their services and products based on hourly charges and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rkm Advisors Inc

Richard Keen May has been acting as President since 1 Jan 1994. Julie Caillouet May joined the executive team most recently as the Corporate Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Keen May	President	1 Jan 1994	75% - 100%	4334150
Holly L. Boulden	Corporate secretary	1 Oct 2000	Other	4362661
Lisa Susanto	V.p. financial planning associate	1 Oct 2000	Other	4362671
Julie Caillouet May	Corporate secretary	1 Feb 2001	Other	4440367
Julie May	Corporate secretary	1 Feb 2001	Other	4440367
Vanessa Lynn Alleman	Vice president	1 Jan 2003	Other	4639853
Richard Keen May	Vice president	1 Dec 2003	75% - 100%	4334150
Vanessa Lynn Alleman	President	1 Dec 2003	Other	4639853
Vanessa Lynn Geiger	President	1 Dec 2003	Other	4639853
Richard Keen May	Portfolio manager	1 Dec 2008	75% - 100%	4334150
Christopher Peter Blakely	Vice president & portfolio manager	1 Dec 2008	Other	1853674
Richard Keen May	Vice president	1 Dec 2009	75% - 100%	4334150
Julie Caillouet May	Corporate secretary	1 Jul 2010	Other	4440367
Vanessa Lynn Geiger	President, treasurer, & chief compliance officer	1 Jul 2010	Other	4639853

Based in West Chester

The principal office where Rkm Advisors Inc performs its advisory services is located at 121 North Walnut Street, West Chester, PA 19380, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-696-3689 or by fax 610-696-6161. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at rkmadvisors.com/.