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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2013
- Office Locations
- 1
Office Locations
About R1 Financial Group
R1 Financial Group is a Dallas-based RIA providing financial planning and investment management for individuals, couples, and small business owners, including retirement rollovers, IRA/529 setup, and ongoing portfolio monitoring. The firm also specializes in low-cost retirement plans for small businesses and nonprofits (typically 100 or fewer employees), handling plan setup through employee enrollment with year-round support.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
BRADFORD GEOFFREY RODRIGUES
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5163389
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,474,792 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,474,792 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,474,792
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $345,938,765 | 30.4% |
| Cash | $549,632,972 | 48.3% |
| Equity - Exchange | $242,384,726 | 21.3% |
| Total | $1,137,956,463 | 100.0% |