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Rfm Financial Solutions, LLC

● SEC registered since 2019CRD 124468SEC# 801-116713Mt. Pleasant, MI
Export (members)
Reg. AUM
$260.1M
Employees
6
Accounts
979
Location
Mt. Pleasant, MI

Rfm Financial Solutions, LLC assets under management

Rfm Financial Solutions, LLC is an SEC-registered investment adviser based in Mt. Pleasant, MI. The firm has been registered since 2019. It reports $260.1 million in regulatory assets under management and employs 6 people.

Rfm Financial Solutions, LLC owners & executives

3 reported
NameTitleOwnershipSince
Michael Eugene Harter ControlChief Compliance Officer & Managing MemberUnder 5%1999
Robert F. Murray & Company, Certified Public Accountants, P.C. ControlParent CompanyOver 75%1999
Michael Eugene Harter ControlShareholder50-75%2023

Frequently asked questions

How much does Rfm Financial Solutions, LLC manage?

Rfm Financial Solutions, LLC reports $260.1 million in regulatory assets under management on its Form ADV.

How many employees does Rfm Financial Solutions, LLC have?

Rfm Financial Solutions, LLC reports 6 employees.

Where is Rfm Financial Solutions, LLC located?

Rfm Financial Solutions, LLC is based in Mt. Pleasant, MI and has been SEC-registered since 2019.

Does Rfm Financial Solutions, LLC disclose fund performance?

Rfm Financial Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address805 N. Brown St., Mt. Pleasant, MI 48858
Phone989.772.1209
Fax989.772.5352
Office hours8-5
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$196.6M
Non-discretionary$63.5M
Total (RAUM)$260.1M