R.A.I. FINANCIAL SERVICES, INC.
Firm details
- Headquarters
- LYNNFIELD, Massachusetts
- CRD number
- 128596
- Website
- www.raifinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
R.A.I. Financial Services, Inc. operates as an independent registered investment advisor (RIA) focusing on providing financial planning and portfolio management services primarily for individuals and families. The firm is structured as a corporation and is owned by an individual. R.A.I. Financial Services does not engage in capital allocation and is not classified as a multi-state adviser. The firm has established a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, allowing for flexibility in client billing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1JOSEPH ROSANO
President & OwnerCRD 4717454
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LYNNFIELD, MA
ESSEX
Location
LYNNFIELD, MA
Headquartered in LYNNFIELD, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ESSEX
- Address
- 210 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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