Overview
Assets Under Management: $153 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 175
Average Client Assets: $874,494
Frequently Asked Questions
R. F. LAFFERTY & CO., INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #2498), R. F. LAFFERTY & CO., INC. is subject to fiduciary duty under federal law.
R. F. LAFFERTY & CO., INC. is headquartered in NEW YORK, NY.
R. F. LAFFERTY & CO., INC. serves 175 high-net-worth clients according to their SEC filing dated February 09, 2026. View client details ↓
According to their SEC Form ADV, R. F. LAFFERTY & CO., INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
R. F. LAFFERTY & CO., INC. manages $153 million in client assets according to their SEC filing dated February 09, 2026.
According to their SEC Form ADV, R. F. LAFFERTY & CO., INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 175
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $874,494
Total Client Accounts: 175
Discretionary Accounts: 175
Regulatory Filings
CRD Number: 2498
Filing ID: 2026417
Last Filing Date: 2026-02-09 15:12:10