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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 $408,633,850 assets under management, offering retirement planning & investment advisory services to 1097 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 | $408,633,850 |
| No. of Clients | 1097 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| 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 |
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