Overview
Assets Under Management: $464 million
Headquarters: WILMETTE, IL
High-Net-Worth Clients: 210
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 210
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.31
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 828
Discretionary Accounts: 571
Non-Discretionary Accounts: 257
Regulatory Filings
CRD Number: 119833
Last Filing Date: 2024-03-27 00:00:00
Website: https://rfgltd.com