RF&L WEALTH MANAGEMENT, LLC of ACTON, MA is an SEC-registered investment adviser (CRD 140210). Regulatory assets under management: $381.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Andrew Walpert Hass | MEMBER, CO-PRESIDENT, & CHIEF COMPLIANCE OFFICER | — |
| Ryan Walpert Hass | MEMBER & CO-PRESIDENT | — |
| DOHERTY F NEIL | MEMBER; MEMBER & CHIEF COMPLIANCE OFFICER | — |
| HALL DAVID INNS | MEMBER | — |
| ZELLEN THOMAS GEORGE | MEMBER | — |
| HASS RODNEY WILLIAM | MEMBER; MEMBER & CHIEF COMPLIANCE OFFICER | — |
| GIBLIN HARRY JOSEPH | MEMBER | — |
| TAYLOR MICHAEL JOSEPH | MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Hass Ryan Walpert | MEMBER; MEMBER & CHIEF COMPLIANCE OFFICER; MEMBER & CO-PRESIDENT (+1 more) | — |
| Hass Andrew W | MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 978-263-3435 |
| — | — | 1 | 978-263-3435 |
| — | — | 1 | 978-263-3435 |
| — | — | 1 | 978-263-3435 |