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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| R F Lafferty & Co Inc
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|---|---|
| CRD # | 2498 |
| SEC # | 801-107428 |
| CIK # | |
| AUM | $153.0 M (2025-07-16) |
| Employees | 80 (12% Investors, 98% Brokers) |
| Phone | 212-293-9090 |
| Address | 40 Wall Street New York, NY 10005 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 175 | 153.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 175 | 153.0 |
| By Discretionary | ||
| Discretionary | 175 | 153.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 175 | 153.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 153.0 | |
| Total | 175 | 153.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Broadwater Capital Management LLC
✚
|
MA | 0.2 |
|
Syntheticfi LLC
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CA | 0.2 |
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Lakeshore Capital Group Inc
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IL | 0.2 |
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One Wealth Management Investment and Advisory Services LLC
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McCulley Financial Group LLC
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IL | 0.2 |
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Wealth Advisors LLC
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OH | 0.2 |
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CornerStone Investment Advisors LLC
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|
CO | 0.2 |
|
Daviman Financial LLC
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|
0.2 | |
|
OT Financial LLC
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OH | 0.2 |
|
Investor Advisory Group LLC
✚
|
NC | 0.2 |