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Building 2RFM FINANCIAL SOLUTIONS, LLC

Map pinMT. PLEASANT, MI
Phone989.772.1209
NotebookSEC #801-116713
Total AUM
$260.1M
Employees
6
Clients
572

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
805 N. BROWN ST.
MT. PLEASANT
MI 48858
United States
Operating Hours
8-5
Monday - Friday
Phone
989.772.1209
Other Offices
1

ReceiptFinancials

Total AUM
$260.1M
Accounts
979
Discretionary
$196.6M
Accounts
352
Non-Discretionary
$63.5M
Accounts
627

ContactClients

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Individual Clients
472
AUM
$41.7M
HNW Individual Clients
72
AUM
$204.8M
Pension/Profit Sharing Plan Clients
1
AUM
$2
Charitable Organization Clients
1
AUM
$122K
Corporation or Business Clients
26
AUM
$13.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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