Overview
Assets Under Management: $155 million
Headquarters: HOLLY, MI
High-Net-Worth Clients: 50
Average Client Assets: $1.8 million
Frequently Asked Questions
RHL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #330716), RHL GROUP, LLC is subject to fiduciary duty under federal law.
RHL GROUP, LLC is headquartered in HOLLY, MI.
RHL GROUP, LLC serves 50 high-net-worth clients according to their SEC filing dated February 08, 2026. View client details ↓
According to their SEC Form ADV, RHL GROUP, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
RHL GROUP, LLC manages $155 million in client assets according to their SEC filing dated February 08, 2026.
According to their SEC Form ADV, RHL GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.01%
Average Client Assets: $1.8 million
Total Client Accounts: 878
Discretionary Accounts: 878
Regulatory Filings
CRD Number: 330716
Filing ID: 2042771
Last Filing Date: 2026-02-08 15:15:42