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Rancho Bernardo Financial Group Aka R.B. Financial Group (San Diego)


Rancho Bernardo Financial Group Aka R.B. Financial Group is a related adviser based in San Diego. It manages $4 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.

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Rancho Bernardo Financial Group Aka R.B. Financial Group provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rancho Bernardo Financial Group Aka R.B. Financial Group: assets under management

The assets under management (AUM) of Rancho Bernardo Financial Group Aka R.B. Financial Group is $4 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $285.71 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rancho Bernardo Financial Group Aka R.B. Financial Group for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Rancho Bernardo Financial Group Aka R.B. Financial Group performs its advisory services is located at 11717 Bernardo Plaza Court, San Diego, CA 92128, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-451-8900 or by fax 858-451-9600. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at mmiller@rbfin.com.


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