RFS Partners

Broker-DealerFINRA MemberEst. 1986
Total AUM
—
Advisory reps
34
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 is recorded with an SEC registration date of 1986. FINTRX classifies ownership as a mix of a domestic entity and individual ownership. The dataset marks the firm as "Unclassified" for broader classification and indicates it is not set up as a capital allocator and is not flagged as an active ESG investor. FINTRX notes several standard adviser attributes as negative: the firm is not identified as a multistate adviser, is not newly formed, and is not listed as a pension consultant or related adviser. The firm has not provided descriptive entries for its business activities, advisory activities, fee structure, or client base in the available profile, and the Activities and Affiliations section in the source indicates no information was provided.

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 31
  • Barringer Martin

    Barringer Martin

    Portfolio ManagerCRD 4038450

  • Nicholas Griebenow

    Nicholas Griebenow

    Portfolio ManagerCRD 6165252

  • Donovan Paul

    Donovan Paul

    Senior Vice PresidentCRD 1066240

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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