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 is owned by an individual. The firm is listed in the dataset with an “unclassified” adviser type and is not identified as a capital allocator. It is also recorded as not being an active ESG investor, not operating as a multi-state adviser, not newly formed, not positioned as a pension consultant, and not a related adviser. Filings and disclosures in the available dataset provide minimal detail about the firm’s specific advisory services, fee structure, or investment activities.
Assets & Accounts
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
Cliff Mead
Financial PlannerCRD 4141214
Gerald Baker
President & Financial PlannerCRD 10707
Chad Mcmillan
Financial PlannerCRD 4587886
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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