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RMG ADVISORY SERVICES
THE ROBERT MESSNER GROUP, LLC
CRD 155124
5919 MAPLE DALE RD., JACKSON, MI, 49201, United States
Phone
517-795-5571
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$24.0M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)FINANCIAL CONSULTING/ASSET MANAGEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $7.0M |
| High net worth individuals | 8 | $17.0M |
All web addresses on file
Official SEC filing: View on IAPD