R.A.I. FINANCIAL SERVICES, INC.

R.A.I. FINANCIAL SERVICES, INC. of LYNNFIELD, MA is an SEC-registered investment adviser (CRD 128596). Regulatory assets under management: $9.4M.

Registration

• CRD: 128596
• Type: Registered investment adviser
• Location: 210 BROADWAY, SUITE 103, LYNNFIELD, MA, 01940
• Phone: 781-598-4466
• Latest filing: 2021-10-25
• Regulatory AUM: $9.4M
• Discretionary AUM: $9.4M
• Clients: 3
• Accounts: 99

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128596 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search