GRB Financial LLC
Firm details
- Headquarters
- Arlington, Texas
- CRD number
- 130490
- Registered since
- July 22, 2004
- Website
- www.bakerfinancial.net
Firm profile
FINTRXOverview
GRB Financial LLC is organized as a limited liability company and has been registered with the SEC since 2004. Ownership is held by an individual. Publicly reported profile fields for business activities, advisory services, client base and fee structure are blank, and the firm is categorized as "Unclassified" in the available snapshot. It is not flagged as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm did not supply additional detail about its activities or affiliations.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Chad Mcmillan
Financial PlannerCRD 4587886
David Wilkins
Financial Planner / Long Term Care SpecialistCRD 2796493
Cliff Mead
Financial PlannerCRD 4141214
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Arlington, TX
Tarrant
Location
Arlington, TX
Headquartered in Arlington, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 1415 W Randol Mill Rd
- Time zone
- CT (UTC-6)
- Office locations
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