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RBF WEALTH ADVISORS
ST. LOUIS, MO
314-997-1652
SEC #801-20351Total AUM
$716.1M
Employees
17Clients
1,289Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
680 CRAIG ROAD
SUITE 201
ST. LOUIS
MO 63141
United States
SUITE 201
ST. LOUIS
MO 63141
United States
Operating Hours
08:00AM-04:30PM
Monday - Friday
Monday - Friday
Phone
314-997-1652
Financials
Total AUM
$716.1M
Accounts
2,421Discretionary
$716.1M
Accounts
2,421Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
971AUM
$149.2M
HNW Individual Clients
273AUM
$522.5M
Pension/Profit Sharing Plan Clients
7AUM
$20.7M
Charitable Organization Clients
14AUM
$2.3M
Corporation or Business Clients
24AUM
$21.5M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACTFLGAILLAMAMEMIMNMONCNENHNYOHORPASCTXWAWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.