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
About
RB Investment Management Inc. provides discretionary asset management and standalone financial planning and consulting to individuals and trusts, and assists clients with selecting and monitoring third‑party money managers. The firm reports managing about $11.5 million on behalf of roughly two dozen clients.
Portfolios are customized and may include individual stocks, bonds, ETFs, mutual funds and other public and private investments, using asset allocation approaches that range from strategic to tactical and core‑satellite. The adviser employs multiple analysis methods (fundamental, technical, quantitative, cyclical and sector analysis), conducts due diligence on recommended third‑party managers, and recommends Altruist Financial LLC as its primary custodian, through which it may receive research or other services.
The firm’s brochure discloses a prior FINRA Acceptance, Waiver & Consent in May 2019 involving a suitability finding that resulted in a fine and a 15‑day suspension, a disclosure event that is uncommon among similar independent advisers. It also states that the firm does not accept proxy‑voting authority (proxies are forwarded to clients) and describes how advisory and third‑party manager billing and coordination are handled.
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.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
RB Investment Management Inc.
Little Suamico WI, United States
Number of offices
1
Forms ADV
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