RBF Wealth Advisors
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 104771
- Registered since
- March 1, 1984
- Website
- www.rbfadvisors.net
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.96%
- Individuals20.83%
- Corporations / Businesses3%
- Pension & Profit Sharing Plans2.89%
- Charitable Organizations0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
RBF Wealth Advisors is an independent, privately owned registered investment adviser that has been active since the 1980s. The firm serves both individual/family and institutional clients and combines financial planning with discretionary portfolio management for individuals, small businesses, and institutions. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. RBF is not organized as a capital allocator and does not describe itself as an active ESG investor. Service delivery appears traditional: discretionary portfolio management and planning form the core client offerings, and custody is centralized through a major industry custodian rather than an in-house platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds27%
- State & Local Bonds4%
- Cash & Cash Equivalents4%
- Other4%
Owners & executives
1 of 1
Michael Meara
Personal CFOCRD 1317607
Contacts
3 of 10
Aaron Ward
Licensed AdministratorCRD 5083528
Anthony Kalinowski
PresidentCRD 1666634
Christopher Burke
Wealth AdvisorCRD 2263005
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 145Active vs passive
$181M in ETFs
83%
$150M
10%
$31.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $10.7M | 14,310 | 5.93% |
Location
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 680 Craig Rd
- Time zone
- CT (UTC-6)
- Office locations
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