RB Investment Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,548,843
Total clients
24
29% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
24
Average account size
$481,202
Client services
Fee options
Flat fees up to $25,000
Up to $250 per hour
Fee-only: Hourly fee up to $250; Flat fees up to $25,000
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
RB Investment Management Inc.
Little Suamico WI, United States
Number of offices
1
Forms ADV
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