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RJG FINANCIAL

RJG FINANCIAL, LLC.

CRD 114799

Visit website

6403 SHAKESPEARE PLACE, DALLAS, TX, 75252, United States

Phone

972-267-5040

Fax

972-267-5777

Registration

— (—)

Source

State registered

Total AUM

$61.0M

Discretionary AUM

$55.7M

Team

1 total employees; 1 advisory reps; 3 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals29$9.4M
High net worth individuals32$51.3M
Corporations/business entities1$339K

All web addresses on file

Official SEC filing: View on IAPD