R
$61.0M Total AUM
$55.7M Disc. AUM
-- 3Y CAGR
1 Employees
65 ADV. Clients
28 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-02-1998
- Office Locations
- 1
Office Locations
6403 Shakespeare Place Dallas TX
About RJG Financial
RJG Retirement Services (RJG Financial) is a single-advisor RIA in Dallas providing comprehensive financial management—investment and retirement planning, risk management, and estate conservation—built around goal-based roadmaps and ongoing advice. Portfolios are largely implemented through public funds and ETFs, with some cash and government/agency bonds. Custody via Fidelity/NFS.
Team overview
-- AVG AGE
$61.0M AVG AUM / ADVISOR
$939.0K AVG AUM / CLIENT
14.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
RICHARD JOEL GREENFIELD
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #2171402
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,672,696 | -- |
| Non-Discretionary | $5,359,629 | -- |
| Total | $61,032,325 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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