RHL Group, LLC
Firm details
- Headquarters
- Holly, Michigan
- CRD number
- 330716
- Registered since
- August 9, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI58.01%
- Individuals41.96%
- Charitable Organizations0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
RHL Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm operates as a capital allocator serving both individual/family and institutional clients. Its service mix includes financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection, alongside insurance brokerage. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents25%
Contacts
3 of 3
Paul Puro
Investment Advisor RepresentativeCRD 2797610
Randolph Redmond
Partner, PresidentCRD 2006473
Alexander Finsterwald
Private Wealth ManagerCRD 7966541
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 249Active vs passive
$189M in ETFs
59%
$110M
41%
$78.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GLOBAL X 1-3 MONTH T-BILL ETF (CLIP) | GlobalX | Passive | Ultrashort Bond | $38.8M | 388,275 | 20.56% |
Location
Holly, MI
Oakland
Location
Holly, MI
Headquartered in Holly, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 115 Battle Aly
- Time zone
- ET (UTC-5)
- Office locations
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