RWQ FINANCIAL MANAGEMENT SERVICES, INC.

RWQ FINANCIAL MANAGEMENT SERVICES, INC. is an SEC-registered investment adviser (CRD 297541). Regulatory assets under management: $222.3M.

Registration

• CRD: 297541
• SEC file number: 801-120734
• Type: Registered investment adviser
• Phone: 732-600-5557
• Latest filing: 2026-03-26
• Regulatory AUM: $222.3M
• Discretionary AUM: $222.3M
• Clients: 2
• Accounts: 270

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297541 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search