RIA Intel›Advisers›Michigan›THE ROBERT MESSNER GROUP, LLC

THE ROBERT MESSNER GROUP, LLC

Advisory

JACKSON, MI

Data as of Apr 23, 2026 · Source: SEC Form ADV

Average account

$414K

across 58 accounts

AUM per adviser

$24M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 23, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$24M

Discretionary AUM$0

Non-Discretionary AUM$24M

Discretionary %0%

Total Clients58

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

58 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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