# R.A.I. FINANCIAL SERVICES, INC.

R.A.I. FINANCIAL SERVICES, INC. of LYNNFIELD, MA is an SEC-registered investment adviser.

## Registration

- CRD: 128596
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128596/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128596/similar
- Related entities: https://search.stillhousedata.com/firm/128596/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128596

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.