Overview
Assets Under Management: $228 million
Headquarters: MT. PLEASANT, MI
High-Net-Worth Clients: 68
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.26
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 948
Discretionary Accounts: 307
Non-Discretionary Accounts: 641
Regulatory Filings
CRD Number: 124468
Last Filing Date: 2024-12-05 00:00:00
Website: https://rfmfinancialsolutions.com