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Building 2RFG WEALTH ADVISORY

Map pinARGYLE, TX
Phone940-464-4104
NotebookSEC #801-112697
Total AUM
$476.7M
Employees
9
Clients
446

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
130 OLD TOWN BLVD. SOUTH
SUITE 100
ARGYLE
TX 76226
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
940-464-4104

ReceiptFinancials

Total AUM
$476.7M
Accounts
1,345
Discretionary
$476.7M
Accounts
1,345
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
266
AUM
$63.6M
HNW Individual Clients
147
AUM
$394.8M
Charitable Organization Clients
2
AUM
$877.5K
Corporation or Business Clients
31
AUM
$17.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FINANCIAL / PORTFOLIO CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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