RJB INVESTMENT ADVISORY SERVICES, LLC

RJB INVESTMENT ADVISORY SERVICES, LLC is an SEC-registered investment adviser (CRD 304951). Regulatory assets under management: $4.6M.

Registration

• CRD: 304951
• Type: Registered investment adviser
• Phone: (269) 267-7938
• Latest filing: 2025-08-28
• Regulatory AUM: $4.6M
• Discretionary AUM: $4.6M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304951 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search