Rfm Financial Solutions, LLC
Rfm Financial Solutions, LLC is an SEC-registered mass-market adviser in Mt. Pleasant, MI with $260.1M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Rfm Financial Solutions, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 124468, SEC 801-116713, data through 2025-12-22.
- AUM (assets under management / regulatory AUM)
- $260.1M (2025-12-22)
- Firm type
- Mass-Market Adviser
- Location
- Mt. Pleasant, MI
- Employees
- 6
- Clients
- 570
- CRD
- 124468
- Ownership
- HARTER, MICHAEL, EUGENE; MURRAY, PAUL, BENJAMIN; FRAME, KEITH, OWEN; CASTLE, LISA, LYNN; SMITH, SCOT, ANDREW
How much AUM does Rfm Financial Solutions, LLC have?
Rfm Financial Solutions, LLC reported $260.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-12-22).
Who owns Rfm Financial Solutions, LLC?
Disclosed owners and executives of Rfm Financial Solutions, LLC include HARTER, MICHAEL, EUGENE, MURRAY, PAUL, BENJAMIN, FRAME, KEITH, OWEN, CASTLE, LISA, LYNN, SMITH, SCOT, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.