Raise Financial Advisors LLC
Raise Financial Advisors LLC (CRD# 311515) is a financial advisory firm headquartered in , . They manage $10,396,024 in 101 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Raise Financial Advisors LLC
By the Numbers
-
Total Assets Under Management10MILLION
-
Total Number of Accounts101ACCOUNTS
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Average Account Value$102,931
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Raise Financial Advisors LLC
1
Patricia Johnson (CRD# 7313931) is an Investment Advisor Representative working at Raise Financial Advisors LLC in Oakland, CA and has over 3 years of experience in the finance industry.
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