RFG HOLDINGS INC.
Legal name: RFG WEALTH ADVISORY
CRD #173862 SEC #801-112697 ARGYLE, TX 940-464-4104
SEC Registered
Total AUM
$371.3M
Discretionary
$371.3M
Employees
7
Clients
26
Accounts
1,120
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Feb 21, 2025 REGISTERED
Notice Filings (2)
LA TX
Address
130 OLD TOWN BLVD. SOUTHSUITE 100
ARGYLE, TX 76226
United States
Phone: 940-464-4104