RFS PARTNERS
C0
CRD 18119
AUM
—
Est. Revenue
—
@ 1% on AUM
Est. EBITDA
—
@ 30% margin
Est. Deal Value
—
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
RFS PARTNERS
CRD
18119
SEC file #
—
EIN
—
DBA names
Rfs Partners
Economics
AUM
—
AUM band
—
AUM trajectory
—
Client mix
—
Operations
Employees (total)
—
Advisory staff (per ADV)
—
Advisory staff (5-yr trend)
—
Primary office
—
Branches
| Count | 5 |
Custodian & Brokerage
Primary custodian
—
Services offered
—
Fee basis
—
Filings
Latest ADV filing
—
ADV-W filed at
—
Website
—
Compliance
Disclosures (firm)
—
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (4)
Everything else we've pulled for this record, not yet curated into a section.
People (33)
33IAR
IAR
IAR
IAR
IAR
IAR
IAR
IAR
IAR
IAR
IAR
IAR
IAR
IAR
IAR
IAR
IAR
IAR
IAR
IAR
IAR
IAR
IAR
IAR
IAR
IAR
IAR
IAR
IAR
IAR
IAR
IAR
IAR