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R.H. Investment Group, LLC (Mesa)


R.H. Investment Group, LLC is an adviser based in Mesa. It manages $81.2 million of regulatory assets for 75 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona and Texas.

R.H. Investment Group provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

R.H. Investment Group: assets under management

The assets under management (AUM) of R.H. Investment Group, LLC is $81.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 132% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $81.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.08 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay R.H. Investment Group, LLC 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 Mesa

The principal office where R.H. Investment Group, LLC performs its advisory services is located at 2158 North Gilbert Road, Mesa, AZ 85203, 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 480-733-8200 or by fax 480-733-0550. The normal business hours are 9:00 am to 4:00 pm on Monday - Friday.


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