Rf&l Wealth Management, LLC

Rf&l Wealth Management, LLC (CRD# 140210) is a financial advisory firm headquartered in Boston, MA. They manage $140,674,281 in 237 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    237
    ACCOUNTS
  • Average Account Value
    $593,562
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, MA, NH, TX

Financial Advisors at Rf&l Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Rodney W. Hass
CRD#: 4754157
53 State Street, 38th Floor, Boston, MA 02109
93
Wealthminder
score

Rodney Hass (CRD# 4754157) is an Investment Advisor Representative working at Rf&l Wealth Management, LLC in Boston, MA and has over 12 years of experience in the finance industry.

2
Andrew W. Hass
CRD#: 6597191
Long Beach, CA
87
Wealthminder
score

Andrew Hass (CRD# 6597191) is an Investment Advisor Representative working at Rf&l Wealth Management, LLC in Long Beach, CA and has 1 year of experience in the finance industry.

3
Ryan W. Hass
CRD#: 6616911
Chicago, IL
87
Wealthminder
score

Ryan Hass (CRD# 6616911) is an Investment Advisor Representative working at Rf&l Wealth Management, LLC in Chicago, IL and has 1 year of experience in the finance industry.

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