Racz Financial Services

Racz Financial Services (CRD# 153915) is a financial advisory firm headquartered in Riverside, CA. They manage $3,771,047 in 58 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $65,018
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Racz Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Joseph R. Racz
CRD#: 2738752
17120 Van Buren Road, Riverside, CA 92504
81
Wealthminder
score

Joseph Racz (CRD# 2738752) is an Investment Advisor Representative working at Racz Financial Services in Riverside, CA and has over 20 years of experience in the finance industry.

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