Investment adviser · CRD 285244
AMERICASRETIREMENTPLAN.COM
Investment adviser filing (IA)
RFG GLOBAL ASSET MANAGEMENT, LLC
OVERLAND PARK, KS, United States · Form ADV filed Mar 1, 2018
- Regulatory AUM
- $273K Form ADV · Item 5.F
- Client accounts
- 8 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 8 | $272,631 | 100.0% |
Filing source
Form ADV 1182552 · Mar 1, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 1, 2018. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
9393 W. 110TH STREET, SUITE 500OVERLAND PARK, KS, 66210, United States
CRD 285244
Filing source
Form ADV 1182552 · Mar 1, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.