Rattan Financial Management, Inc.

Rattan Financial Management, Inc. (CRD# 160463) is a financial advisory firm headquartered in , . They manage $21,400,000 in 115 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $186,087
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 pooled investment vehicles (other than investment companies)
  • Pension consulting services
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.

IL

Financial Advisors at Rattan Financial Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Dev R. Rattan
CRD#: 6017447
Burr Ridge, IL
90
Wealthminder
score

Dev Rattan (CRD# 6017447) is an Investment Advisor Representative working at Rattan Financial Management, Inc. in Burr Ridge, IL and has over 5 years of experience in the finance industry.

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