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Last updated: January 16th, 2020. Data source: SEC filings.
RAA, federally registered in 2001, is a Registered Investment Advisor (RIA) in 12 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.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||6|
|Percentage of Advisors Trusted||56%|
|Average Client Balance||$799,320|
|Total AUM||$2.6 billion|
|Advisor / Client Ratio||1:39|
|SEC Filings||Forms and Brochures (CRD # 108203)|
|State(s) Registered||AZ, CA, CO, CT, FL, GA, IL, NY, TN, TX, VA, WA|