Rwq Financial Management Services, Inc.
● SEC registered since 2021CRD 297541SEC# 801-120734
Reg. AUM
$222.3M
Employees
2
Accounts
270
Location
—
Rwq Financial Management Services, Inc. assets under management
Rwq Financial Management Services, Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $222.3 million in regulatory assets under management and employs 2 people.
Rwq Financial Management Services, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert William Quinlan Control | Managing Member/Cco | Over 75% | 2016 |
Frequently asked questions
How much does Rwq Financial Management Services, Inc. manage?
Rwq Financial Management Services, Inc. reports $222.3 million in regulatory assets under management on its Form ADV.
How many employees does Rwq Financial Management Services, Inc. have?
Rwq Financial Management Services, Inc. reports 2 employees.
Does Rwq Financial Management Services, Inc. disclose fund performance?
Rwq Financial Management Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 732-600-5557 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$222.3M▼ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$222.3Mregulatory AUM
Discretionary $222.3M