PPrivate Fund Data Log in Join · $37/mo

Rfp Financial Group, LLC

● SEC registered since 2018CRD 293206SEC# 801-112676Atlanta, GA
Export (members)
Reg. AUM
$361.9M
Employees
5
Accounts
1,500
Location
Atlanta, GA

Rfp Financial Group, LLC assets under management

Rfp Financial Group, LLC operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2018. It reports $361.9 million in regulatory assets under management and employs 5 people.
www.piersonwealth.comView on SEC.gov ↗

Rfp Financial Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert Franklin Pierson ControlManaging Member And CcoOver 75%2017

Frequently asked questions

How much does Rfp Financial Group, LLC manage?

Rfp Financial Group, LLC reports $361.9 million in regulatory assets under management on its Form ADV.

How many employees does Rfp Financial Group, LLC have?

Rfp Financial Group, LLC reports 5 employees.

Where is Rfp Financial Group, LLC located?

Rfp Financial Group, LLC is based in Atlanta, GA and has been SEC-registered since 2018.

Does Rfp Financial Group, LLC disclose fund performance?

Rfp Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1380 W. Paces Ferry Road NW, Suite 2105, Atlanta, GA 30327
Phone404-233-7272
Fax678-661-2399
Office hours9 a.m. - 5 p.m. Est
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$356.2M
Non-discretionary$5.6M
Total (RAUM)$361.9M