Overview
Assets Under Management: $648 million
Headquarters: ST. LOUIS, MO
High-Net-Worth Clients: 180
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: 180
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.32
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,255
Discretionary Accounts: 2,254
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 104771
Last Filing Date: 2025-02-10 00:00:00
Website: https://rbfadvisors.net