RB INVESTMENT MANAGEMENT INC.

RB INVESTMENT MANAGEMENT INC. of GREEN BAY, WI is an SEC-registered investment adviser (CRD 318967). Regulatory assets under management: $12.3M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 318967
• SEC file number: 801-124968
• Type: Registered investment adviser
• Location: 1039 WEST MASON ST, GREEN BAY, WI, 54303
• Phone: 920-634-0289
• Latest filing: 2026-03-25
• Regulatory AUM: $12.3M
• Discretionary AUM: $12.3M
• Clients: 1
• Accounts: 53

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318967 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search