$59.4M Total AUM
$59.4M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-03-2009
- Office Locations
- 1
Office Locations
-- North Miami Beach FL
About RNB Wealth Management Group
RNB Wealth Management Group is a North Miami Beach, FL RIA led by founder Richard Norman Brooks. The firm provides investment and financial planning, including estate/insurance and business-succession guidance, for retail clients including entrepreneurs. Its “Counter-Investing” approach emphasizes performance, productivity, and personalization, and portfolios make significant use of ETFs (Schwab custody).
Team overview
62 AVG AGE
$59.4M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
17.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
R
RICHARD NORMAN BROOKS
Chief Compliance Officer, Founder, Managing Member
- CRD
- #2407718
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,383,716 | $300,000 |
| Non-Discretionary | $0 | $250,000 |
| Total | $59,383,716 | $298,077 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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