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Home > Retirement Planners > michigan > mt pleasant > RFM FINANCIAL SOLUTIONS, LLC
RFM FINANCIAL SOLUTIONS, LLC
805 N. Brown St.
Mt. Pleasant, Michigan 48858
Tel: 989.772.1209
About RFM FINANCIAL SOLUTIONS, LLC
RFM FINANCIAL SOLUTIONS, LLC, formally registered with the SEC as RFM FINANCIAL SOLUTIONS, LLC. The firm was established in 05/30/2019. They have over 2 offices throughout the country.
RFM FINANCIAL SOLUTIONS, LLC is a Mt. Pleasant, Michigan based Financial Planning firm with nearly $227,576,976 assets under management, offering retirement planning & investment advisory services to 948 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124468 |
| SEC# | 801-116713 |
| Assets Managed by Firm | $227,576,976 |
| No. of Clients | 948 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 948 | $227,576,976 |
| Individuals (other than high net worth individuals) | 461 | $41,220,154 |
| High net worth individuals | 68 | $173,543,743 |
| Pension and profit sharing plans | 5 | $403 |
| Corporations or other businesses | 24 | $12,812,676 |
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