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Building 2RFM FINANCIAL SOLUTIONS, LLC

Map pinMT. PLEASANT, MI
Phone989.772.1209
NotebookSEC #801-66252
Total AUM
$45.5M
Employees
3
Clients
0

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

ReceiptFinancials

Total AUM
$45.5M
Accounts
371
Discretionary
$45.5M
Accounts
371
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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 Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ADVISED ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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