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- Custodian
- Charles Schwab & Company · Prudential · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-1999
- Office Locations
- 1
Office Locations
About RSG Financial Group INC
RSG Financial Group Inc. (founded 2000 by partners of a CPA firm) provides customized financial planning and investment management for businesses and individual investors. Advisory is offered on an hourly and/or AUM-fee basis, with retirement plan design (defined contribution/benefit) and a rigorous investment management search process, including investment audits for public and private corporations. Portfolios may use ETFs and mutual funds; Social Security analysis is available.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GEOFFREY LYLE PETERSON
Certified Financial Planner
- CRD
- #2637687
- Ownership
- 50% but less than 75%
CHARLES EDWARD RICHESIN
President
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Benton Andrew Peterson
--
- CRD
- #8217538
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,110,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,110,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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