Rai Wealth Management

Rai Wealth Management (CRD# 277137) is a financial advisory firm headquartered in Fullerton, CA. They manage $91,393,237 in 419 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    419
    ACCOUNTS
  • Average Account Value
    $218,122
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, TX

Financial Advisors at Rai Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Terri Grassi
CRD#: 3069908
1501 E. Orangethorpe Avenue, Suite 210, Fullerton, CA 92831

Terri Grassi (CRD# 3069908) is an Investment Advisor Representative working at Rai Wealth Management in Fullerton, CA and has over 25 years of experience in the finance industry.

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