RFG Capital Management LLC
Firm details
- Headquarters
- Gilbert, Arizona
- CRD number
- 156291
- Website
- www.rfgcapital.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Rfg Capital Management LLC operates as a limited liability company and focuses on providing various financial advisory services. The firm engages in financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Rfg Capital Management LLC is classified as a capital allocator, indicating its role in directing investments to various asset managers. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser.
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
Contacts
1 of 1
Richard Grant
Managing MemberCRD 2642673
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Gilbert, AZ
Maricopa
Location
Gilbert, AZ
Headquartered in Gilbert, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 1425 S Higley Rd
- Time zone
- MT (UTC-7)
- Office locations
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