Rfg Holdings Inc. is a large advisory firm based in Argyle. It manages $110 million of regulatory assets for 298 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Louisiana and Texas.
Rfg Holdings provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and financial / portfolio consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rfg Holdings Inc. is $110 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rfg Holdings Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Christopher Todd Robinson is high net worth individuals with 80 clients and $76 million of assets under management. Among the 10 most similar advisory firms, Rfg Holdings has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $110 million for 233 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Rfg Holdings doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Rfg Holdings Inc. performs its advisory services is located at 130 Old Town Blvd. South, Argyle, TX 76226, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 940-464-4104 or by fax 940-464-4107. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at rfgwealthmgt.com/.