Investment adviser · CRD 148994
RNB WEALTH MANAGEMENT GROUP
Investment adviser filing (IA)
RNB WEALTH MANAGEMENT GROUP, LLC
AVENTURA, FL, United States · Form ADV filed Aug 23, 2012
- Regulatory AUM
- $31M Form ADV · Item 5.F
- Client accounts
- 104 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 23, 2012. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
20900 NE 30TH AVENUE, SUITE 860AVENTURA, FL, 33180, United States
CRD 148994
Filing source
Form ADV 666016 · Aug 23, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.