RIA Intel›Advisers›Michigan›RFM FINANCIAL SOLUTIONS, LLC

RFM FINANCIAL SOLUTIONS, LLC

Advisory

N·MT. PLEASANT, MI

Data as of Dec 5, 2024 · Source: SEC Form ADV

Total AUM
$260M
1-Year AUM Growth
+64.1%
3-Year CAGR
+8.8%
Employees
3
Assets Under Management
Total AUM$260M
Discretionary AUM$197M
Non-Discretionary AUM$64M
Discretionary %75.6%
Total Clients570
Team
Total Employees3
Investment Advisers6
Employee Growth (1Y)+50.0%
Filing History
Total Filings on Record23
First FilingFeb 3, 2006
Latest FilingDec 5, 2024
🔒 Full AUM trend chart and 23 historical filings spanning 18+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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