RFG Wealth Advisory

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

130 Old Town Blvd S Ste 100, Argyle, Tex...

Phone Number

(940) 464-4104

Revenue

$5.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About RFG Wealth Advisory

RFG Wealth Advisory provides expert financial planning, investment management, estate planning, and retirement planning services primarily to clients in Argyle and Denton County, Texas. The firm focuses on helping successful individuals, families, and business owners secure their financial futures through personalized strategies and transparent fee structures. As a fiduciary, RFG Wealth Advisory is committed to putting clients' interests first, utilizing advanced technology for goal tracking and financial progress monitoring. Their services are designed for wealth builders, retirees, and those nearing retirement, ensuring tailored support for each client's unique financial journey.Explore more
RFG Wealth Advisory's Social MediaPopular SearchesRFG Wealth AdvisoryRobinson Financial GroupRFG Robinson Financial Group LLCRfg Wealth Managers LLCSIC Code 62,628NAICS Code 52,523Show more

RFG Wealth Advisory Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

RFG Wealth Advisory

$5.3M
1-10
Private
-
2007
<$5M
1-10
Private
-
1988
BS
Belinda SheffieldChief Financial Officer
<$5M
11-50
Private
-
2020
JC
Jayeeta ChoudhuryVice President
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
-
2012
KC
Kirk CollinsFinancial Consultant
<$5M
1-10
Private
-
2015
LB
Lester BotkinChief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

RFG Wealth Advisory is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

RFG Wealth Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about RFG Wealth Advisory.

RFG Wealth Advisory Tech Stack

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Frequently Asked Questions Regarding RFG Wealth Advisory

What is RFG Wealth Advisory's official website?
RFG Wealth Advisory's official website is www.rfgwealthadvisory.com
What is RFG Wealth Advisory's Revenue?
RFG Wealth Advisory's revenue is $5.3 Million
What is RFG Wealth Advisory's SIC code?
RFG Wealth Advisory's SIC: 62,628
What is RFG Wealth Advisory's NAICS code?
RFG Wealth Advisory's NAICS: 52,523
How many employees does RFG Wealth Advisory have?
RFG Wealth Advisory has 1-10 employees
What industry does RFG Wealth Advisory belong to?
RFG Wealth Advisory is in the industry of: Finance, Securities Trading
What is RFG Wealth Advisory competition?
RFG Wealth Advisory top competitors include: Relative Value Partners, Botkin Family Wealth Management, ECL Private Wealth Management, The Asset Advisory Group
What technology does RFG Wealth Advisory use?
Some of the popular technologies that RFG Wealth Advisory uses are: WordPress.org, PHP, Cloudflare Website Optimization, Proofpoint
How do I contact RFG Wealth Advisory?
RFG Wealth Advisory contact info: Phone number: (940) 464-4104 Website: www.rfgwealthadvisory.com
What does RFG Wealth Advisory do?

RFG Wealth Advisory provides expert financial planning, investment management, estate planning, and retirement planning services primarily to clients in Argyle and Denton County, Texas. The firm focuses on helping successful individuals, families, and business owners secure their financial futures through personalized strategies and transparent fee... structures. As a fiduciary, RFG Wealth Advisory is committed to putting clients' interests first, utilizing advanced technology for goal tracking and financial progress monitoring. Their services are designed for wealth builders, retirees, and those nearing retirement, ensuring tailored support for each client's unique financial journey.Read More

What are RFG Wealth Advisory social media links?
RFG Wealth Advisory Linkedin page RFG Wealth Advisory Twitter page
Is RFG Wealth Advisory a public company?
RFG Wealth Advisory is private company therefore does not currently have an official ticker symbol
See more information about RFG Wealth Advisory

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