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 SEC-registered since 1984. The firm serves both individuals/families and institutional clients and bills using a mix of percentage-of-AUM, hourly, and fixed fees. Core advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. RBF describes equities as its preferred asset class and does not identify as an active ESG investor.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 142Active vs passive
$174M in ETFs
81%
$140M
12%
$33.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $13.2M | 17,277 | 7.62% |
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
Similar firms
Precision Wealth Strategies, LLC
RIASaint Louis, MO
Duncker Streett & Co
RIASaint Louis, MO
Benjamin F. Edwards Wealth Management, LLC
RIASaint Louis, MO
Tbg-Bedford Group LLC
RIASaint Louis, MO
ADK Wealth Advisory Group
RIASaint Louis, MO
Huntleigh Advisors, Inc.
RIASaint Louis, MO