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RLB FINANCIAL
RLB FINANCIAL LLC
CRD 151778 · SEC 801-128918
2530 S. CAMPBELL, SUITE I, #130, SPRINGFIELD, MO, 65807, United States
Phone
866-686-8097
Fax
888-400-0019
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$173.6M
Discretionary AUM
$173.6M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; THIRD PARTY ADVISOR FEES
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersASSETS UNDER ADVISEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 583 | $99.7M |
| High net worth individuals | 24 | $73.9M |
States served
CA, IL, LA, NY, MO, WA, TX
All web addresses on file
Official SEC filing: View on IAPD