R.B. Financial Group

Overview

R.B. Financial Group is organized as a sole proprietorship serving individual and family clients. The firm provides portfolio management for individuals and small businesses and charges fees based on a percentage of assets under management. It identifies as an individual-owned, unclassified advisory practice rather than a multi-state or institutional pension consultant. The firm does not self-identify as an active ESG investor and is not listed as a related adviser or capital allocator in the available records.

Assets & Accounts

Investments & Alternatives