David
Van Overeem
Rmr Capital Management LLC
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About this Advisor
David Van Overeem is a financial advisor working in Tustin, California with a total of 7 years of industry experience. Van Overeem is an advisor for Rmr Capital Management LLC. During their career, Van Overeem has held roles at Purshe Kaplan Sterling Investments, Rmr Capital Management, LLC, American Express Financial Advisors Inc and Ids Life Insurance Company. Van Overeem maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California and Texas. Rmr Capital Management LLC is a firm based in Tustin, CA. It handles $130 million in total assets between its 215 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm provides financial advice to one charitable organizations. Of its 215 customer accounts, 68% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Rmr Capital Management LLC provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually vary depending on which services are offered. However, fees charged by Rmr Capital Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rmr Capital Management LLC Brokerage Details
$130,289,685
1
215
$605,999
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Van Overeem Work History
David has been registered as a financial advisor for 7 years.*
Purshe Kaplan Sterling Investments
Rmr Capital Management, LLC
American Express Financial Advisors Inc
Ids Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Van Overeem to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rmr Capital Management LLC
Tustin, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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