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RF&L WEALTH MANAGEMENT, LLC
RF&L WEALTH MANAGEMENT, LLC
ACTON, Massachusetts
·
4 registered advisors
·
CRD# 140210
SEC# 801-66710
2
978-263-3435
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 Management
Wealth Management
04
Advisors at RF&L WEALTH MANAGEMENT, LLC
4 registered advisors
Andrew Walpert Hass
ACTON, Massachusetts
CRD# 6597191
F. Neil Doherty
BOSTON, Massachusetts
CRD# 3213216
Rodney William Hass
ACTON, Massachusetts
CRD# 4754157
Ryan Walpert Hass
ACTON, Massachusetts
CRD# 6616911
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
.