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 SEC-registered since 2004. Public filings list the firm as owned by an individual and classified as "unclassified" for its advisory activities. The firm has provided minimal public detail about its business lines, client types, or investment process. Available registry fields indicate GRB Financial LLC does not serve as a capital allocator, does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not designated as a pension consultant or related adviser. There is no disclosed information about fee structure, advisory offerings, or typical asset allocation preferences.
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
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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