DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
RF&L WEALTH MANAGEMENT, LLC
Tel: 978-263-3435
525 Massachusetts Avenue Suite 205
Acton, Massachusetts 01720
RF&L WEALTH MANAGEMENT, LLC
RF&L WEALTH MANAGEMENT, LLC is a Acton, Massachusetts based financial advisory firm with nearly $287,088,356 in assets under management and provides investment advisory services for 405 clients. There are currently 3 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
140210
SEC#:
801-66710
No. of Clients:
405
Assets under Management
$287,088,356
No. of Advisors:
3
More Financial Advisory Firms in Acton, Massachusetts
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | 108281 | 1264 |
| WELLINGTON MANAGEMENT COMPANY LLP | 106595 | 2021 |
| GEODE CAPITAL MANAGEMENT, LLC | 115504 | 161 |
| SSGA FUNDS MANAGEMENT, INC. | 111242 | 243 |
| STRATEGIC ADVISERS LLC | 104555 | 269 |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 288590 | 15424 |
More Firms in Acton, Massachusetts >>