GRB Financial LLC
Firm details
- Headquarters
- Arlington, Texas
- CRD number
- 130490
- Registered since
- July 22, 2004
- Website
- www.bakerfinancial.net
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Chad Mcmillan
Financial PlannerCRD 4587886

David Wilkins
Financial Planner / Long Term Care SpecialistCRD 2796493

Cliff Mead
Financial PlannerCRD 4141214
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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