William
Herlihy
Rmc Investment Advisors
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About this Advisor
William Herlihy is a chartered financial analyst based out of Hartford, Connecticut, who has 6 years of industry experience. Herlihy is currently employed by Rmc Investment Advisors. Their career trajectory has included roles at Rmc Investment Advisors, Arbor Realty Trust and Kingston Real Estate Partners, LLC. Herlihy has a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Connecticut. Rmc Investment Advisors is a registered investment business headquartered in Hartford, CT. It controls $852 million in total assets between its 826 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm serves eight charitable organizations. Of its 826 accounts, 39% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Rmc Investment Advisors provides a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules largely are based on which services are provided. However, fees charged by Rmc Investment Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rmc Investment Advisors Brokerage Details
$852,064,344
14
826
$1,031,555
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
William Herlihy Work History
William has been registered as a financial advisor for 6 years.*
Rmc Investment Advisors
Kingston Real Estate Partners, LLC
Arbor Realty Trust
*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 William Herlihy 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 Rmc Investment Advisors
Hartford, CT
Hartford, CT
Hartford, CT
Hartford, CT
Hartford, CT
Hartford, CT
Hartford, CT
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