Overview
Assets Under Management: $371 million
Headquarters: ARGYLE, TX
High-Net-Worth Clients: 120
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.62
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,120
Discretionary Accounts: 1,120
Regulatory Filings
CRD Number: 173862
Last Filing Date: 2025-02-26 00:00:00
Website: https://rfgwealthmgt.com