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R.B. FINANCIAL GROUP
MILLER, MICHAEL JON
CRD 132444 · SEC 801-63388
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$14.3M
Discretionary AUM
$14.3M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-06-17
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $8.3M |
| High net worth individuals | 3 | $6.0M |
All web addresses on file
Official SEC filing: View on IAPD