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R. F. Lafferty & Co., Inc.

● SEC registered since 2016CRD 2498SEC# 801-107428New York, NY
Export (members)
Reg. AUM
$129.8M
Employees
80
Accounts
185
Location
New York, NY

R. F. Lafferty & Co., Inc. assets under management

R. F. Lafferty & Co., Inc. operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2016. It reports $129.8 million in regulatory assets under management and employs 80 people.

R. F. Lafferty & Co., Inc. owners & executives

2 reported
NameTitleOwnershipSince
Henry Hackel ControlPresident, Chief Compliance Officer Of Broker DealerOver 75%1980
Robert Matthew Hackel ControlVice President, Chief Compliance Officer Of RiaUnder 5%2010

Frequently asked questions

How much does R. F. Lafferty & Co., Inc. manage?

R. F. Lafferty & Co., Inc. reports $129.8 million in regulatory assets under management on its Form ADV.

How many employees does R. F. Lafferty & Co., Inc. have?

R. F. Lafferty & Co., Inc. reports 80 employees.

Where is R. F. Lafferty & Co., Inc. located?

R. F. Lafferty & Co., Inc. is based in New York, NY and has been SEC-registered since 2016.

Does R. F. Lafferty & Co., Inc. disclose fund performance?

R. F. Lafferty & Co., Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address40 Wall Street, Suite 3602, New York, NY 10005
Phone212-293-9090
Fax646-998-8064
Office hours8:00 a.m. -5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Regulatory AUM

$129.8M▲ 43%
Jan '25 — $90.9MFeb '25 — $90.9MMar '25 — $90.9MApr '25 — $153MMay '25 — $153MJun '25 — $153MJul '25 — $153MAug '25 — $153MSep '25 — $153MOct '25 — $153MNov '25 — $153MDec '25 — $153MJan '26 — $153MFeb '26 — $153MMar '26 — $129.8MApr '26 — $129.8MMay '26 — $129.8MJun '26 — $129.8M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers

Assets under management

$129.8Mregulatory AUM
Discretionary $71MNon-discretionary $58.8M