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RBF WEALTH ADVISORS
680 Craig Road
Suite 201
St. Louis, Missouri 63141
Tel: 314-997-1652
About RBF WEALTH ADVISORS
RBF WEALTH ADVISORS, formally registered with the SEC as RBF WEALTH ADVISORS. The firm was established in 03/01/1984. They have over 1 offices throughout the country.
RBF WEALTH ADVISORS is a St. Louis, Missouri based Financial Planning firm with nearly $647,718,410 assets under management, offering retirement planning & investment advisory services to 2255 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104771 |
| SEC# | 801-20351 |
| Assets Managed by Firm | $647,718,410 |
| No. of Clients | 2255 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2255 | $647,718,410 |
| Individuals (other than high net worth individuals) | 902 | $201,860,036 |
| High net worth individuals | 180 | $416,622,629 |
| Pension and profit sharing plans | 7 | $17,934,939 |
| Charitable organizations | 11 | $1,599,268 |
| Corporations or other businesses | 20 | $9,701,538 |
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|---|---|---|---|
| $306,242,186,324 | 282 | 390 | |
| $229,554,718,263 | 647 | 225 | |
| $169,541,361,944 | 13 | 218 | |
| $40,337,272,573 | 14 | 27 | |
| $37,481,639,918 | 40790 | 501 |
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