R.B. FINANCIAL GROUP

R.B. FINANCIAL GROUP of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 132444). Regulatory assets under management: $14.3M.

Registration

• CRD: 132444
• SEC file number: 801-63388
• Type: Registered investment adviser
• Location: 11717 BERNARDO PLAZA COURT, SUITE 220, SAN DIEGO, CA, 92128
• Phone: 520 441-9021
• Latest filing: 2026-06-17
• Regulatory AUM: $14.3M
• Discretionary AUM: $14.3M
• Clients: 1
• Accounts: 54

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 132444 on SEC IAPD (source of record)
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