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. Publicly available profile fields for the firm are sparse: it is classified as unclassified, is not identified as a capital allocator, and is not marked as an active ESG investor, pension consultant, related adviser, or a newly formed adviser. Reporting does not include a description of client types, advisory activities, or business lines, so there is limited visibility into the markets, client segments, or services the partnership emphasizes.

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

    CEOCRD 2329685

  • SCOTT CALLAHAN

    Chief Investment Officer And Portfolio ManagerCRD 4912697

Contacts

3 of 30
  • DONOVAN PAUL

    Senior Vice PresidentCRD 1066240

  • JASON SHIDLER

    DirectorCRD 3045843

  • 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