Rf&L Wealth Management, LLC
Firm details
- Headquarters
- Acton, Massachusetts
- CRD number
- 140210
- Registered since
- May 17, 2006
- Website
- www.rflwealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.53%
- Individuals6.26%
- Corporations / Businesses2.39%
- Charitable Organizations1.58%
- Pension & Profit Sharing Plans0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Rf&L Wealth Management, LLC is an independent, SEC-registered advisory firm organized as an LLC and operating since 2006. The firm serves both individual and family clients as well as institutional accounts, and it functions as a capital allocator—sourcing and allocating capital to third-party managers when appropriate. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and the selection of outside advisers. Fee arrangements include assets-under-management fees as well as hourly and fixed-fee engagements. The firm 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
- Public Funds/Mutual Funds65%
- Exchange Traded Equities17%
- Cash & Cash Equivalents13%
- US Government Bonds4%
Contacts
3 of 3
Andrew Hass
Investment AdvisorCRD 6597191
Ryan Hass
Co-PresidentCRD 6616911
Rodney Hass
Founding MemberCRD 4754157
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$265M in ETFs
44%
$116M
56%
$149M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US TARGETED VALUE ETF (DFAT) | Dimensional | Active | Small Value | $20.2M | 288,960 | 7.61% |
Location
Acton, MA
Middlesex
Location
Acton, MA
Headquartered in Acton, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 525 Massachusetts Ave
- Time zone
- ET (UTC-5)
- Office locations
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