RHL GROUP, LLC
Firm details
- Headquarters
- HOLLY, Michigan
- CRD number
- 330716
- Registered since
- August 9, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI58.01%
- Individuals41.96%
- Charitable Organizations0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
RHL Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm serves both individual/family and institutional clients and combines advisory services with insurance brokerage. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. RHL presents itself as a capital allocator, meaning it directs client capital to external managers as part of its investment program. Fee arrangements include a mix of percentage‑of‑AUM and fixed fees. The firm is not positioned as an ESG investor and does not describe itself as a multi‑state adviser. Its business model blends traditional wealth management services with insurance distribution.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents25%
Contacts
3 of 3RANDOLPH REDMOND
Partner, PresidentCRD 2006473
PAUL PURO
Investment Advisor RepresentativeCRD 2797610
ALEXANDER FINSTERWALD
Private Wealth ManagerCRD 7966541
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 111Active vs passive
$87.7M in ETFs
58%
$51M
42%
$36.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GLOBAL X 1-3 MONTH T-BILL ETF (CLIP) | GlobalX | Passive | Ultrashort Bond | $29.2M | 291,146 | 33.31% |
Location
HOLLY, MI
OAKLAND
Location
HOLLY, MI
Headquartered in HOLLY, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 115 Battle Aly
- Time zone
- ET (UTC-5)
- Office locations
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