RFG Advisory is an investment advisor in Vestavia Hills with $2.73 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
RFG Advisory Group, LLC
SEC CIK
IRS number
452787436
SEC advisor number
801-79153
FINRA CRD number
158401
AUM ?
$3.00 bn
(as of 16 Feb 24)
Accounts
16,034
(as of 16 Feb 24)
Employees
195
(89 investment advisory or research)
Address
RFG Advisory
1400 URBAN CENTER DRIVE
SUITE 475
BIRMINGHAM
AL 35242
1400 URBAN CENTER DRIVE
SUITE 475
BIRMINGHAM
AL 35242
Phone
205-397-2450
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Apr 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22