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RFM INVESTMENT ADVISOR
ROBERT F. MAHONEY, P.A., CPA
CRD 142134
7777 GLADES ROAD, SUITE 217, BOCA RATON, FL, 33434, United States
Phone
561-451-9990
Fax
561-565-6560
Registration
— (—)
Source
State registered
Total AUM
$14.0M
Discretionary AUM
$14.0M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $5.4M |
| High net worth individuals | 3 | $4.2M |
| Pension/profit sharing plans | 15 | $4.4M |
All web addresses on file
Official SEC filing: View on IAPD