RFG WEALTH ADVISORY
Tel: 940-464-4104 130 Old Town Blvd. South Suite 100 Argyle, Texas 76226
About 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
Firm CRD#:
173862
Firm SEC#:
801-112697
Assets Under Management:
$371,278,268
No. of Clients:
1120
No. of Advisors:
7
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
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