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R1 FINANCIAL GROUP
R1 INVESTMENT MANAGEMENT, LLC
CRD 166051
13154 COIT RD., SUITE 102C, DALLAS, TX, 75240, United States
Phone
214-628-9100
Fax
972-521-6409
Registration
— (—)
Source
State registered
Total AUM
$21.5M
Discretionary AUM
$21.5M
Team
1 total employees; 1 advisory reps; 46 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $13.8M |
All web addresses on file
Official SEC filing: View on IAPD