$24.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
58 ADV. Clients
13 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-05-2013
- Office Locations
- 1
Office Locations
5919 Maple Dale Rd. Jackson MI
About RMG Advisory Services
RMG Advisory Services is a Jackson, Michigan RIA serving retail households with an integrated approach to investments, tax considerations, and financial planning focused on preserving lifestyle independence and planning for wealth transfer. The practice also provides insurance planning and implements portfolios using mutual funds (including Dimensional Fund Advisors), with custody support through Pershing.
Team overview
-- AVG AGE
$24.0M AVG AUM / ADVISOR
$413.8K AVG AUM / CLIENT
13.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
ROBERT ANDREW MESSNER
President
- CRD
- #5383202
- 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 | $0 | -- |
| Non-Discretionary | $24,000,000 | -- |
| Total | $24,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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