RAI WEALTH MANAGEMENT
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
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)
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