DIRECTORY OF REGISTERED ADVISORS
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RFG WEALTH ADVISORY
Tel: 940-464-4104
130 Old Town Blvd. South Suite 100
Argyle, Texas 76226
RFG WEALTH ADVISORY
RFG WEALTH ADVISORY is a Argyle, Texas based financial advisory firm with nearly $371,278,268 in assets under management and provides investment advisory services for 1120 clients. There are currently 7 financial advisors at the firm.
General Information
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)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
173862
SEC#:
801-112697
No. of Clients:
1120
Assets under Management
$371,278,268
No. of Advisors:
7
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