RFM FINANCIAL SOLUTIONS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $260.1M |
| Discretionary | $196.6M76% of AUM |
| Non-Discretionary | $63.5M |
| Client Accounts | 979 |
| Avg Account Size | $266K |
| Employees | 6 |
| Peak AUM | $260.1MDec 2025 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $260M | +14.3% | +23.1% | +13.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $260.1M |
| Discretionary | $196.6M |
| Employees | 6 |
| Client Accounts | 979 |
| Client Range | 11-25 |
Contact & Location
Address
805 N. BROWN ST.
MT. PLEASANT MI 48858
Phone
989.772.1209
Filing History
25 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$197M
75.6% of AUM
Non-Discretionary
$64M
24.4% of AUM
Disc. mix ▼ 0.9pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Related Entities (Item 7)
Insurance Company