RFM FINANCIAL SOLUTIONS, LLC
CRD #124468 SEC #801-116713 MT. PLEASANT, MI 989.772.1209
SEC Registered
Total AUM
$260.1M
Discretionary
$196.6M
Employees
6
Clients
11
Accounts
979
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $260.1M | $196.6M | $63.5M | 6 | 10 |
| Dec 2024 | $227.6M | $174.1M | $53.5M | 6 | 10 |
| Dec 2023 | $138.7M | $112.9M | $25.8M | 6 | 150 |
| Dec 2022 | $139.4M | $100.7M | $38.7M | 6 | 160 |
| Dec 2021 | $177.2M | $137.7M | $39.5M | 6 | 160 |
| Dec 2020 | $136.9M | $102.9M | $34M | 6 | 173 |
| Jul 2020 | $120.7M | $91.5M | $29.1M | 6 | 148 |
| Jun 2020 | $120.7M | $91.5M | $29.1M | 6 | 148 |
| Dec 2019 | $120.7M | $91.5M | $29.1M | 6 | 148 |
| May 2019 | $122.2M | $90.1M | $32.1M | 5 | 127 |
| Apr 2019 | $122.2M | $90.1M | $32.1M | 5 | 127 |
| Jul 2012 | $45.5M | $45.5M | $0 | 1 | 150 |
| May 2012 | $45.5M | $45.5M | $0 | 1 | 150 |
| Mar 2012 | $45.5M | $45.5M | $0 | 1 | 150 |
| Dec 2011 | $46.2M | $46.2M | $0 | 1 | 150 |
| Mar 2011 | $48.7M | $48.7M | $0 | 5 | -- |
| Dec 2010 | $48.7M | $48.7M | $0 | 5 | -- |
| Dec 2007 | $43.6M | $43.6M | $0 | 5 | -- |
| Dec 2006 | $41.4M | $41.4M | $0 | 5 | -- |
| Feb 2006 | $33.2M | $33.2M | $0 | 5 | -- |
| Feb 2006 | $33.2M | $33.2M | $0 | 5 | -- |
| Feb 2006 | $33.2M | $33.2M | $0 | 5 | -- |
DateDec 2025
Total AUM$260.1M
Discretionary$196.6M
Non-Disc.$63.5M
Employees6
Clients10
DateDec 2024
Total AUM$227.6M
Discretionary$174.1M
Non-Disc.$53.5M
Employees6
Clients10
DateDec 2023
Total AUM$138.7M
Discretionary$112.9M
Non-Disc.$25.8M
Employees6
Clients150
DateDec 2022
Total AUM$139.4M
Discretionary$100.7M
Non-Disc.$38.7M
Employees6
Clients160
DateDec 2021
Total AUM$177.2M
Discretionary$137.7M
Non-Disc.$39.5M
Employees6
Clients160
DateDec 2020
Total AUM$136.9M
Discretionary$102.9M
Non-Disc.$34M
Employees6
Clients173
DateJul 2020
Total AUM$120.7M
Discretionary$91.5M
Non-Disc.$29.1M
Employees6
Clients148
DateJun 2020
Total AUM$120.7M
Discretionary$91.5M
Non-Disc.$29.1M
Employees6
Clients148
DateDec 2019
Total AUM$120.7M
Discretionary$91.5M
Non-Disc.$29.1M
Employees6
Clients148
DateMay 2019
Total AUM$122.2M
Discretionary$90.1M
Non-Disc.$32.1M
Employees5
Clients127
DateApr 2019
Total AUM$122.2M
Discretionary$90.1M
Non-Disc.$32.1M
Employees5
Clients127
DateJul 2012
Total AUM$45.5M
Discretionary$45.5M
Non-Disc.$0
Employees1
Clients150
DateMay 2012
Total AUM$45.5M
Discretionary$45.5M
Non-Disc.$0
Employees1
Clients150
DateMar 2012
Total AUM$45.5M
Discretionary$45.5M
Non-Disc.$0
Employees1
Clients150
DateDec 2011
Total AUM$46.2M
Discretionary$46.2M
Non-Disc.$0
Employees1
Clients150
DateMar 2011
Total AUM$48.7M
Discretionary$48.7M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$48.7M
Discretionary$48.7M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$43.6M
Discretionary$43.6M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$33.2M
Discretionary$33.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$33.2M
Discretionary$33.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$33.2M
Discretionary$33.2M
Non-Disc.$0
Employees5
Clients--