RF&L WEALTH MANAGEMENT, LLC

ACTON, Massachusetts·4 registered advisors·CRD# 140210
SEC# 801-667102978-263-3435
01

Firm Overview

AUM
$287M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at RF&L WEALTH MANAGEMENT, LLC

4 registered advisors
Andrew Walpert Hass
ACTON, Massachusetts
F. Neil Doherty
BOSTON, Massachusetts
Rodney William Hass
ACTON, Massachusetts
Ryan Walpert Hass
ACTON, Massachusetts
05

Office Locations

ACTON, Massachusetts
3 advisors
BOSTON, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. RF&L WEALTH MANAGEMENT, LLC (CRD# 140210) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.