RAI WEALTH MANAGEMENT - Financial Advisor in California, Placentia

Tel: (714) 449-9696 151 N. Kraemer Blvd. Suite 105 Placentia, California 92870

About RAI WEALTH MANAGEMENT

RAI WEALTH MANAGEMENT is a Placentia, California based financial advisory firm with nearly $107,748,162 in assets under management and provides investment advisory services for 395 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

277137

Firm SEC#:

801-131970

Assets Under Management:

$107,748,162

No. of Clients:

395

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Other (CONSULTING SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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