Rai Wealth Management
Rai Wealth Management (CRD# 277137) is a financial advisory firm headquartered in Placentia, CA. They manage $96,227,747 in 394 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management96MILLION
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Total Number of Accounts394ACCOUNTS
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Average Account Value$244,233
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, TX
Financial Advisors at Rai Wealth Management
1
Terri Grassi (CRD# 3069908) is an Investment Advisor Representative working at Rai Wealth Management in Placentia, CA and has over 25 years of experience in the finance industry.
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