$14.0M Total AUM
$14.0M Disc. AUM
-- 3Y CAGR
1 Employees
59 ADV. Clients
21 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-29-2005
- Office Locations
- 1
Office Locations
7777 Glades Road, Suite 217 Boca Raton FL
About RFM Investment Advisor
RFM Investment Advisor is a Boca Raton, FL fiduciary practice led by CPA/PFS Robert F. Mahoney, bringing 40+ years in financial services. The firm provides holistic financial and tax planning for individuals as well as corporations, estates and trusts, and implements portfolios primarily using ETFs and public funds, custodied with Fidelity/NFS.
Team overview
-- AVG AGE
$14.0M AVG AUM / ADVISOR
$236.7K AVG AUM / CLIENT
21.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Services
Available
Owner & Executives
ROBERT FRANCIS MAHONEY
President
- CRD
- #5240439
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,962,945 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,962,945 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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