Overview
Assets Under Management: $371 million
Headquarters: ARGYLE, TX
High-Net-Worth Clients: 120
Average Client Assets: $2 million
Frequently Asked Questions
RFG HOLDINGS 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 #173862), RFG HOLDINGS INC. is subject to fiduciary duty under federal law.
RFG HOLDINGS INC. is headquartered in ARGYLE, TX.
RFG HOLDINGS INC. serves 120 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, RFG HOLDINGS INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
RFG HOLDINGS INC. manages $371 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, RFG HOLDINGS INC. serves high-net-worth individuals and institutional clients. View client details ↓
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