RFS Partners

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
33
Avg account
$0

Firm details

Headquarters
Denver, Colorado
CRD number
18119
Registered since
August 7, 1986

Firm profile

FINTRX

Overview

RFS Partners is organized as a partnership and has been SEC-registered since 1986. Ownership is listed as a mix of a domestic entity and an individual. The firm's regulatory snapshot classifies it as "unclassified" and does not identify it as a capital allocator, pension consultant, related adviser, or newly formed adviser. The record flags RFS Partners as not being an active ESG investor and not a multi-state adviser. The dataset does not provide a stated client focus, fee model, business activities, or specific advisory specializations.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Craig Callahan

    Chief Executive Officer & FounderCRD 872598

  • Stephen Rogers

    Stephen Rogers

    CEOCRD 2329685

  • Scott Callahan

    Scott Callahan

    Chief Investment Officer And Portfolio ManagerCRD 4912697

Contacts

3 of 30
  • Donovan Paul

    Donovan Paul

    Senior Vice PresidentCRD 1066240

  • Jason Shidler

    Jason Shidler

    DirectorCRD 3045843

  • Nicholas Griebenow

    Nicholas Griebenow

    Portfolio ManagerCRD 6165252

Unlock 27 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
1401 Lawrence St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth