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RSG FINANCIAL GROUP INC
CRD 136849
7510 SHORELINE DR STE B-1, STOCKTON, CA, 95219, United States
Phone
209-477-4834
Fax
209-477-2935
Registration
— (—)
Source
State registered
Total AUM
$50.1M
Discretionary AUM
$50.1M
Team
2 total employees; 2 advisory reps; 89 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 103 | $46.4M |
| Insurance companies | 1 | $361K |
| Corporations/business entities | 1 | $3.3M |
All web addresses on file
Official SEC filing: View on IAPD