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Building 2RF&L WEALTH MANAGEMENT, LLC

Map pinACTON, MA
Phone978-263-3435
NotebookSEC #801-66710
Total AUM
$381.1M
Employees
3
Clients
143

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
525 MASSACHUSETTS AVENUE
SUITE 205
ACTON
MA 01720
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
978-263-3435
Other Offices
2

ReceiptFinancials

Total AUM
$381.1M
Accounts
463
Discretionary
$352.4M
Accounts
444
Non-Discretionary
$28.7M
Accounts
19

ContactClients

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Individual Clients
59
AUM
$23.9M
HNW Individual Clients
77
AUM
$341.2M
Pension/Profit Sharing Plan Clients
1
AUM
$900.9K
Charitable Organization Clients
1
AUM
$6M
Corporation or Business Clients
5
AUM
$9.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLILMANHNJTX

HandshakeAffiliates

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

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