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RFG WEALTH ADVISORY
130 Old Town Blvd. South
Suite 100
Argyle, Texas 76226
Tel: 940-464-4104
About RFG WEALTH ADVISORY
RFG WEALTH ADVISORY, formally registered with the SEC as RFG WEALTH ADVISORY. The firm was established in 03/26/2018. They have over 1 offices throughout the country.
RFG WEALTH ADVISORY is a Argyle, Texas based Financial Planning firm with nearly $371,278,268 assets under management, offering retirement planning & investment advisory services to 1120 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173862 |
| SEC# | 801-112697 |
| Assets Managed by Firm | $371,278,268 |
| No. of Clients | 1120 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (FINANCIAL / PORTFOLIO CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1120 | $371,278,268 |
| Individuals (other than high net worth individuals) | 272 | $97,959,068 |
| High net worth individuals | 120 | $273,319,200 |
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|---|---|---|---|
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