RBF WEALTH ADVISORS
Firm details
- Headquarters
- SAINT LOUIS, Missouri
- CRD number
- 104771
- Registered since
- March 1, 1984
- Website
- www.rbfadvisors.net
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.96%
- Individuals20.83%
- Corporations / Businesses3%
- Pension & Profit Sharing Plans2.89%
- Charitable Organizations0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
RBF Wealth Advisors is an independent registered investment adviser organized as a corporation and owner-operated. The firm has been SEC-registered since 1984 and serves both individual/family and institutional clients. Its service mix centers on financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Compensation is charged through a mix of asset-based fees, hourly billing, and fixed-fee arrangements. RBF does not present itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds27%
- State & Local Bonds4%
- Cash & Cash Equivalents4%
- Other4%
Owners & executives
1 of 1Michael Meara
Personal CFOCRD 1317607
Contacts
3 of 10AARON WARD
Licensed AdministratorCRD 5083528
ANTHONY KALINOWSKI
PresidentCRD 1666634
CHRISTOPHER BURKE
Wealth AdvisorCRD 2263005
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 131Active vs passive
$134M in ETFs
81%
$108M
11%
$25.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $9.2M | 13,582 | 6.86% |
Location
SAINT LOUIS, MO
SAINT LOUIS
Location
SAINT LOUIS, MO
Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 680 Craig Rd
- Time zone
- CT (UTC-6)
- Office locations
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