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. Public filings list the firm as owned by an individual and classified as "unclassified" for its advisory activities. The firm has provided minimal public detail about its business lines, client types, or investment process. Available registry fields indicate GRB Financial LLC does not serve as a capital allocator, does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not designated as a pension consultant or related adviser. There is no disclosed information about fee structure, advisory offerings, or typical asset allocation preferences.

Location & Offices

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
  • Cliff Mead

    Cliff Mead

    Financial PlannerCRD 4141214

  • Gerald Baker

    Gerald Baker

    President & Financial PlannerCRD 10707

  • Chad Mcmillan

    Chad Mcmillan

    Financial PlannerCRD 4587886

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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

FINTRX

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