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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| RFM Financial Solutions LLC
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|---|---|
| CRD # | 124468 |
| SEC # | 801-116713 |
| CIK # | |
| AUM | $227.6 M (2024-12-05) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 989-772-1209 |
| Address | 805 N Brown St Mt Pleasant, MI 48858 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 461 | 41.2 |
| (b) Individuals (high net worth individuals) | 68 | 173.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 24 | 12.8 |
| (n) Other | 0 | 0.0 |
| Total | 948 | 227.6 |
| By Discretionary | ||
| Discretionary | 307 | 174.1 |
| Non-Discretionary | 641 | 53.5 |
| Total | 948 | 227.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.6 | |
| Total | 948 | 227.6 |
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|---|---|---|
|
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✚
|
MD | 0.2 |
|
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GA | 0.2 |
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MN | 0.2 |
|
Epiqwest Culver Wealth Advisors LLC
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Tyner Capital Management Investment Counsel Inc
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TN | 0.2 |
|
Signature Resources Capital Management LLC
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CA | 0.2 |
|
Milestone Investments Inc
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NC | 0.2 |
|
Signature Financial Services Ltd
✚
|
IL | 0.2 |