GRB Financial LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Arlington, Texas
CRD number
130490
Registered since
July 22, 2004

Firm profile

FINTRX

Overview

GRB Financial LLC is organized as a limited liability company and has been SEC-registered since 2004. The firm is owned by an individual and is classified in the dataset as "Unclassified," with no designation as a capital allocator, multi-state adviser, pension consultant, or related adviser. It also indicates that the firm is not an active ESG investor. The dataset provides very limited operational detail: GRB Financial did not supply descriptions of its client base, fee structure, advisory activities, business activities, manager allocation preferences, or affiliations. It does list two office locations but offers no address or regional information. The available record therefore provides only basic registration and status attributes rather than a view into investment strategy or service offerings.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Chad Mcmillan

    Chad Mcmillan

    Financial PlannerCRD 4587886

  • David Wilkins

    David Wilkins

    Financial Planner / Long Term Care SpecialistCRD 2796493

  • Cliff Mead

    Cliff Mead

    Financial PlannerCRD 4141214

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Arlington, TX

Tarrant

Location

Arlington, TX

Headquartered in Arlington, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Tarrant
Address
1415 W Randol Mill Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth