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RLB FINANCIAL
SPRINGFIELD, MO
866-686-8097
SEC #801-128918Total AUM
$173.6M
Employees
4Clients
607Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2530 S. CAMPBELL
SUITE I, #130
SPRINGFIELD
MO 65807
United States
SUITE I, #130
SPRINGFIELD
MO 65807
United States
Operating Hours
8:30 - 5:30
Monday - Friday
Monday - Friday
Phone
866-686-8097
Other Offices
1
Financials
Total AUM
$173.6M
Accounts
609Discretionary
$173.6M
Accounts
609Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
583AUM
$99.7M
HNW Individual Clients
24AUM
$73.9M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ASSETS UNDER ADVISEMENT
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISOR FEES
Compliance
Disclosures
None reported
State Registrations
CAILLAMONYTXWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.