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, SEC-registered registered investment adviser that describes itself as both a wealth manager and a capital allocator. The firm is structured as a limited liability company with individual ownership and targets a mixed client base of individuals, families and some institutional relationships. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. The firm also operates as an insurance broker and charges clients via a combination of percentage-of-AUM and fixed fees. RHL Group does not classify itself as an active ESG investor and is not a multi-state advisory network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Randolph Redmond
Partner, PresidentCRD 2006473
Paul Puro
Investment Advisor RepresentativeCRD 2797610
Alexander Finsterwald
Private Wealth ManagerCRD 7966541
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 125Active vs passive
$94.6M in ETFs
59%
$55.4M
41%
$39.2M
| 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 | 41.04% |
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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