Douglas
Giageos
Rmr Wealth Advisors LLC
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About this Advisor
Douglas Giageos is a certified financial planner and chartered financial analyst based out of Madison, Wisconsin, with 12 years of relevant experience. Giageos is on the advisory team at Rmr Wealth Advisors LLC. Over the course of their career, Giageos has held roles at Blue Alpine and Rmr Financial Advisors, LLC. Giageos can advise clients in Wisconsin. Rmr Wealth Advisors LLC is a registered investment firm based out of Madison, WI. It has offices in two locations and just five employees. It controls $344 million in assets among its 517 client accounts, making it one of the mid-sized firms in the United States by assets under management. The firm serves two charitable organizations. Of its 517 accounts, 40% are held by high-net-worth clients who have at least $1 million in investable assets. The advisory firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically depend on which service is provided. Fee types billed by Rmr Wealth Advisors LLC most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rmr Wealth Advisors LLC Brokerage Details
$344,225,174
5
517
$665,813
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Douglas Giageos Work History
Douglas has been registered as a financial advisor for 12 years.*
Rmr Financial Advisors, LLC
Rmr Financial Advisors, LLC
Blue Alpine
*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 Douglas Giageos 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 Wealth Advisors LLC
Madison, WI
Madison, WI
Madison, WI
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
