Rf Advisors Inc (Bingham Farms)

Rf Advisors Inc is a large advisory firm based in Bingham Farms. It manages $194.24 million of regulatory assets for 126 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Michigan.

Rf Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rf Advisors: assets under management

The assets under management (AUM) of Rf Advisors Inc is $194.24 million. The firm's AUM has grown by 159% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.75 million in discretionary accounts and $192.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $349.24 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.59 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rf Advisors Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rf Advisors Inc

Lawrence Brian Raymond has been acting as President since 1 Feb 1999. Christopher Abe Karam joined the executive team most recently as the Vice President, Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Walter Bourgon	Chairman of the board	1 Feb 1999	Other	26978
Lawrence Brian Raymond	President	1 Feb 1999	Other	812097
Carol Ann Moros	Executive vice president	1 Feb 1999	Other	4365438
Carol Ann Tracey	Executive vice president, chief compliance officer	1 Feb 1999	Other	4365438
Christopher Abe Karam	Vice president, secretary	1 Mar 2001	Other	3130298

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Retirement Funding Corp.	Owner	1 Feb 1999	75% - 100%	38-2738460

Based in Bingham Farms

The principal office where Rf Advisors Inc performs its advisory services is located at 30100 Telegraph Rd, Bingham Farms, MI 48025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 248-540-5300 or by fax 248-540-5318. The normal business hours are 8:30 a.m.-5:00 p.m. on Monday - Friday.