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RAI WEALTH
1700 Park Street, Suite 106
Naperville, Illinois 60563
Tel: 6307338434
About RAI WEALTH
RAI WEALTH, formally registered with the SEC as RAI WEALTH. The firm was established in 04/05/2023. They have over 1 offices throughout the country.
RAI WEALTH is a Naperville, Illinois based Financial Planning firm with nearly $242,290,134 assets under management, offering retirement planning & investment advisory services to 889 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 324695 |
| SEC# | 801-127594 |
| Assets Managed by Firm | $242,290,134 |
| No. of Clients | 889 |
| No. of Advisors | 8 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Commision Based
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 889 | $242,290,134 |
| Individuals (other than high net worth individuals) | 226 | $79,825,303 |
| High net worth individuals | 57 | $135,417,059 |
| Pension and profit sharing plans | 8 | $8,459,442 |
| Charitable organizations | 3 | $343,646 |
| Corporations or other businesses | 4 | $18,244,684 |
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