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 a limited liability company that has been SEC-registered since 2004 and is owned by an individual. Public filings and the FINTRX snapshot identify the firm’s regulatory status but provide little detail about its business model, client segments, fee arrangements, or advisory activities. The firm is classified as “unclassified” in the snapshot and is not listed as a capital allocator, an active ESG investor, a multistate adviser, a pension consultant, a related adviser, or a newly formed adviser.
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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