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RAKATANSKY FINANCIAL LLC
CRD 335560
75 UNION AVE, #109, SUBUDRY, MA, 01776, United States
Phone
508-872-0101
Fax
508-872-2101
Registration
— (—)
Source
State registered
Total AUM
$9.0M
Discretionary AUM
$9.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $8.1M |
All web addresses on file
Official SEC filing: View on IAPD