RAA


Trust Score 98%
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Last updated: August 21st, 2019. Data source: SEC filings.

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RAA, federally registered in 2001, is a Registered Investment Advisor (RIA) in 47 state(s) with a licensed staff of 83 advisors. RAA manages $2.6 billion and provides investment advisory services for 3,198 clients (1:39 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $250,000
Average Client Balance $799,320
Hybrid Advisor No
Disciplinary History No
Total AUM $2.6 billion
Advisor / Client Ratio 1:39
Headquarters Addison, TX
SEC Filings Forms and Brochures    (CRD # 108203)
State(s) Registered AL, AK, AZ, AR, CA, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WI, WY


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