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RFG ADVISORY, LLC
VESTAVIA HILLS, AL
205-397-2450
SEC #801-79153Total AUM
$6.8B
Employees
311Clients
14,539Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1400 URBAN CENTER DRIVE
SUITE 475
VESTAVIA HILLS
AL 35242-2245
United States
SUITE 475
VESTAVIA HILLS
AL 35242-2245
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
205-397-2450
Other Offices
71
Financials
Total AUM
$6.8B
Accounts
25,346Discretionary
$6.8B
Accounts
25,346Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
12,862AUM
$1.9B
HNW Individual Clients
1,506AUM
$2.6B
Investment Company Clients
9AUM
$2.1B
Pension/Profit Sharing Plan Clients
28AUM
$9.2M
Charitable Organization Clients
14AUM
$5.6M
Government Entity Clients
1AUM
$4.9M
Corporation or Business Clients
112AUM
$95M
Other Clients
7AUM
$3.4M
Description of Other Clients
TRUSTS
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.