R F Lafferty & Co Inc

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Assets, Funds, Holdings

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R F Lafferty & Co Inc
CRD #2498
SEC #801-107428
CIK #
AUM $34.1 MM (2024-03-27)
Employees 16 (31% Investors, 100% Brokers)
Phone212-293-9090
Address40 Wall Street
New York, NY 10005
Source [IAPD] [Website]
Total AUM ($MM)
1209672482402005201120182025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 52 9.7
(b) Individuals (high net worth individuals) 43 20.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 8 4.0
(n) Other 0 0.0
Total 104 34.1
By Discretionary
Discretionary 104 34.1
Non-Discretionary 0 0.0
Total 104 34.1
By Non-United States Persons
Non-United States Persons 0.6
United States Persons 33.5
Total 104 34.1
Comparable Firms State AUM ($BB)
DDO Advisory Services LLC
NY 0.0
Kaiser Wealth Management
WY 0.0
Polaris Financial LLC
MA 0.0
Pathway Partners Wealth Advisors LLC
NY 0.0
Retirewell Plans LLC
NY 0.0
Inverlochy Capital Inc
0.0
Patriot Asset Management Inc
NY 0.0
Double DUTY Money Management LLC
NY 0.0
Phase Line Capital LLC
GA 0.0
Fundamental Investment Services LLC
NY 0.0
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