1700 Park Street, Suite 106
Naperville, Illinois 60563
Tel: 6307338434
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 $408,633,850 assets under management, offering retirement planning & investment advisory services to 1097 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 324695 |
SEC# | 801-127594 |
Assets Managed by Firm | $408,633,850 |
No. of Clients | 1097 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1097 | $408,633,850 |
Individuals (other than high net worth individuals) | 273 | $84,486,896 |
High net worth individuals | 111 | $253,073,000 |
Pension and profit sharing plans | 16 | $47,939,927 |
Charitable organizations | 12 | $21,760,899 |
Corporations or other businesses | 2 | $1,373,128 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,016,556,943,580 | 41105 | 674 | |
$545,530,164,135 | 401 | 220 | |
$426,071,864,566 | 1821809 | 415 | |
$248,044,764,038 | 37 | 1857 | |
$239,614,971,441 | 59703 | 397 |
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