R
$14.3M Total AUM
$14.3M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Prudential
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-29-2005
- Office Locations
- 1
Office Locations
-- Marana AZ
About R.b. Financial Group
R.b. Financial Group is a Marana-based RIA. The firm has been operating for 21 years. Managing $14.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
-- AVG AGE
$14.3M AVG AUM / ADVISOR
$340.4K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
Available
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Services
Available
Technology
Available
Owner & Executives
MICHAEL JON MILLER
President, Registered Investment Advisor
- CRD
- #1221300
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,298,155 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,298,155 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Corporate - Investment Grade:
Available Public Funds:
Available Municipal Bonds:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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