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R.A.I. FINANCIAL SERVICES, INC.
CRD 128596
210 BROADWAY, SUITE 103, LYNNFIELD, MA, 01940, United States
Phone
781-598-4466
Fax
781-598-6989
Registration
— (—)
Source
State registered
Total AUM
$9.4M
Discretionary AUM
$9.4M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2021-10-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 99 | $9.4M |
All web addresses on file
Official SEC filing: View on IAPD