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| RFP Financial Group LLC
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| |
|---|---|
| CRD # | 293206 |
| SEC # | 801-112676 |
| CIK # | 0001956564 |
| AUM | $306.5 MM (2024-03-26) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 404-233-7272 |
| Address | 1380 W Paces Ferry Road NW Atlanta, GA 30327 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 17.6 | |
| MSFT | 1,918,222.4 | 7.1 | |
| SPTS | 6.5 | ||
| KO | 269,985.6 | 4.9 | |
| HD | 277,648.0 | 4.8 | |
| GOOG | 1,482,566.4 | 2.6 | |
| WMT | 335,434.5 | 2.3 | |
| AMZN | 1,092,997.8 | 2.2 | |
| JNJ | 465,600.2 | 1.7 | |
| SO | 75,035.5 | 1.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 243 | 50.1 |
| (b) Individuals (high net worth individuals) | 104 | 238.8 |
| (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 | 11.0 |
| (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 | 6 | 6.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,053 | 306.5 |
| By Discretionary | ||
| Discretionary | 1,040 | 282.9 |
| Non-Discretionary | 13 | 23.5 |
| Total | 1,053 | 306.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 306.5 | |
| Total | 1,053 | 306.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001956564] |
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|---|---|---|
|
Blue Rock Wealth Management LLC
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NC | 0.3 |
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Rinkey Investments
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CA | 0.3 |
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TN | 0.3 |
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RI | 0.3 |
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CO | 0.3 |
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MWM Group LLC
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NY | 0.3 |
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Roberts Wealth Advisors LLC
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CA | 0.3 |
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CornerStone Financial Planning LLC
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NH | 0.3 |
|
Wasserman Wealth Management LLC
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MI | 0.3 |
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Kathleen S Wright Associates Inc
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PA | 0.3 |