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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.

Trusted 2019 Trusted Firm


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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 6
Percentage of Advisors Trusted 56%
Minimum Investment $250,000
Average Client Balance $799,320
Total AUM $2.6 billion
Advisor / Client Ratio 1:39
Headquarters Addison, TX
SEC Filings Forms and Brochures    (CRD # 108203)
State(s) Registered AZ, CA, CO, CT, FL, GA, IL, NY, TN, TX, VA, WA

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