This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-11-1970
- Office Locations
- 5
Office Locations
About R. F. Lafferty & Co., Inc.
R.F. Lafferty & Co., Inc. is a New York-based retail and institutional firm offering asset management and financial planning, including estate and retirement planning and insurance solutions for accredited investors and business owners. Investment coverage includes ETFs and mutual funds, with fixed income and alternative strategies (e.g., private equity/hedge funds) and digital assets. The website highlights a steady cadence of recent transactions.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
HENRY HACKEL
Principal
- CRD
- #232894
- Ownership
- 75% or more
ROBERT MATTHEW HACKEL
Chief Operating Officer
- CRD
- #2626413
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Nicholas Angora
--
- CRD
- #6540927
JACK REAGAN BECHTOLD
--
- CRD
- #7663962
Showing 2 of 80 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,007,545 | $568,060 |
| Non-Discretionary | $58,815,876 | $980,265 |
| Total | $129,823,421 | $701,748 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
Continue browsing