THE RAFFIN GROUP LLC

THE RAFFIN GROUP LLC is an SEC-registered investment adviser (CRD 310270). Regulatory assets under management: $31.3M.

Registration

• CRD: 310270
• Type: Registered investment adviser
• Phone: 650-793-8639
• Latest filing: 2026-07-20
• Regulatory AUM: $31.3M
• Discretionary AUM: $29.9M
• Non-discretionary AUM: $1.4M
• Clients: 1
• Accounts: 195

Business model

Compensation: % of AUM.

Clients served: 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 310270 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search