RF&L WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$381,085,305
Discretionary
$352,398,448
Non-discretionary
$28,686,857
Firm details
- CRD number
- 140210
- SEC file number
- 801-66710
- Main office
- ACTON, MA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.