Overview
Assets Under Management: $287 million
Headquarters: ACTON, MA
High-Net-Worth Clients: 72
Average Client Assets: $4 million
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