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| Keyboard |
| R F Lafferty & Co Inc
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|
|---|---|
| CRD # | 2498 |
| SEC # | 801-107428 |
| CIK # | |
| AUM | 129.8 M (2026-03-09) |
| 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) | 125 | 129.8 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 185 | 129.8 |
| By Discretionary | ||
| Discretionary | 125 | 71.0 |
| Non-Discretionary | 60 | 58.8 |
| Total | 185 | 129.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 129.8 | |
| Total | 185 | 129.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 60 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Cerasus Advisors Inc
✚
|
130.1 M | |
|
Versatile Capital Management LLC
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|
AAN Wealth Advisors LLC
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|
My Financial Aurora Limited Liability Company
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Aria Wealth Management Inc
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|
Pearl Wealth LLC
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|
Sophis Investments LLC
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|
Sheets Smith Investment Management LLC
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TX | 129.7 M |
|
Vida Wealth Partners Inc
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CA | 129.6 M |
|
Maclendon Wealth Management LLC
✚
|
FL | 129.6 M |