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 privately held limited liability company that first registered with the SEC in 2004 and is owned by an individual. The firm is classified in the dataset as "unclassified," and the available records do not indicate that it acts as a capital allocator or positions itself as an active ESG investor. It is not recorded as a multi-state adviser, newly formed adviser, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
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 5CHAD 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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