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RVK, INC.
222 Sw Columbia Street, Suite 600
Portland, Oregon 97201
Tel: 503-221-4200
About RVK, INC.
RVK, INC, formally registered with the SEC as RVK, INC. The firm was established in 08/15/1986. They have over 4 offices throughout the country.
RVK, INC. is a Portland, Oregon based Financial Planning firm with nearly $1,115,396,451 assets under management, offering retirement planning & investment advisory services to 34 clients. The firm is staffed with 137 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 18005 |
| SEC# | 801-27679 |
| Assets Managed by Firm | $1,115,396,451 |
| No. of Clients | 34 |
| No. of Advisors | 137 |
Fee Structure
- Hourly charges
- Fixed fees
- Other (% BASIS PT. ON PORTFOLIO VALUE)
Advisory Services Provided
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (ASSET ALLOCATION ADVICE; MANAGER / INVESTMENT ADVICE; PERFORMANCE EVALUATION AND REPORTING; OTHER CONSULTING SERVICES.)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 34 | $1,115,396,451 |
| High net worth individuals | 8 | $45,695,329 |
| Pension and profit sharing plans | 75 | $113,949,653 |
| Charitable organizations | 26 | $82,672,757 |
| Corporations or other businesses | 22 | $104,489,114 |
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