RFG ADVISORY, LLC

1400 Urban Center Drive
Suite 475
Vestavia Hills, Alabama 35242-2245
Tel: 205-397-2450

About RFG ADVISORY, LLC

RFG ADVISORY, LLC, formally registered with the SEC as RFG ADVISORY, LLC. The firm was established in 02/06/2014. They have over 47 offices throughout the country.

RFG ADVISORY, LLC is a Vestavia Hills, Alabama based Financial Planning firm with nearly $3,859,253,984 assets under management, offering retirement planning & investment advisory services to 17871 clients. The firm is staffed with 195 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158401
SEC#	801-79153
Assets Managed by Firm	$3,859,253,984
No. of Clients	17871
No. of Advisors	195

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	17871	$3,859,253,984
Individuals (other than high net worth individuals)	10317	$2,126,103,648
High net worth individuals	716	$1,641,691,093
Pension and profit sharing plans	7	$3,564,717
Charitable organizations	8	$7,076,634
Corporations or other businesses	69	$72,281,337

More Retirement Planning firms in Vestavia Hills, Alabama:

Firm Name	Assets Under Management	Total Clients	Total Advisors
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209	$14,539,829,905	22135	261
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42

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