# RFM INVESTMENT ADVISOR

RFM INVESTMENT ADVISOR of BOCA RATON, FL is an SEC-registered investment adviser.

## Registration

- CRD: 142134
- Type: SEC-registered investment adviser
- Location: 7777 GLADES ROAD, SUITE 217, BOCA RATON, FL, 33434
- Phone: 561-451-9990
- Latest filing: 2026-03-27
- Regulatory AUM: $14.0M
- Discretionary AUM: $14.0M
- Clients: 1
- Accounts: 123

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142134/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142134/similar
- Related entities: https://search.stillhousedata.com/firm/142134/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142134

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.