Overview
Assets Under Management: $287 million
Headquarters: ACTON, MA
High-Net-Worth Clients: 72
Average Client Assets: $4 million
Frequently Asked Questions
RF&L WEALTH MANAGEMENT, LLC 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 #140210), RF&L WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
RF&L WEALTH MANAGEMENT, LLC is headquartered in ACTON, MA.
RF&L WEALTH MANAGEMENT, LLC serves 72 high-net-worth clients according to their SEC filing dated March 25, 2024. View client details ↓
According to their SEC Form ADV, RF&L WEALTH MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
RF&L WEALTH MANAGEMENT, LLC manages $287 million in client assets according to their SEC filing dated March 25, 2024.
According to their SEC Form ADV, RF&L WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.64
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 405
Discretionary Accounts: 386
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 140210
Last Filing Date: 2024-03-25 00:00:00
Website: https://rflwm.com