RFM INVESTMENT ADVISOR

RFM INVESTMENT ADVISOR of BOCA RATON, FL is an SEC-registered investment adviser (CRD 142134). Regulatory assets under management: $14.0M.

Registration

• CRD: 142134
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142134 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search