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| RFM Financial Solutions LLC
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|
|---|---|
| CRD # | 124468 |
| SEC # | 801-116713 |
| CIK # | |
| AUM | $260.1 M (2025-12-22) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 989-772-1209 |
| Address | 805 N Brown St Mt Pleasant, MI 48858 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 472 | 41.7 |
| (b) Individuals (high net worth individuals) | 72 | 204.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 26 | 13.5 |
| (n) Other | 0 | 0.0 |
| Total | 979 | 260.1 |
| By Discretionary | ||
| Discretionary | 352 | 196.6 |
| Non-Discretionary | 627 | 63.5 |
| Total | 979 | 260.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 259.6 | |
| Total | 979 | 260.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
GLR Partners LLC
✚
|
MD | 0.3 |
|
DCM Advisors LLC
✚
|
NY | 0.3 |
|
Alamar Capital Management LLC
✚
|
CA | 0.3 |
|
Banker Investment Group Inc
✚
|
IN | 0.3 |
|
Brendel Financial Advisors LLC
✚
|
NH | 0.3 |
|
Vistica Wealth Advisors LLC
✚
|
CA | 0.3 |
|
Greenstone BELT Wealth Advisors LLC
✚
|
IL | 0.3 |
|
Capital Financial Advisors of New York LLC
✚
|
NY | 0.3 |
|
Bridge Generations Wealth Management LLC
✚
|
FL | 0.3 |
|
Ridgeline Wealth Planning LLC
✚
|
OH | 0.3 |