RAAF INVESTMENT ADVISORS, LLC

RIASEC Registered
Total AUM
$62.5M
Discretionary
$62.5M
100% of AUM
Avg account
$702K
Accounts
89
Employees
2
Advisory reps
1

Firm details

Headquarters
PORTLAND, Oregon
CRD number
156004
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI93.46%
  • Individuals6.54%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Raaf Investment Advisors, LLC is a small, privately held investment advisory firm organized as an LLC that focuses on fee-based portfolio management for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and positions itself as a personal wealth manager rather than a multi-state or institutional allocator. Raaf does not identify as an active ESG investor and the firm’s activities are limited to advisory portfolio management; it is not listed as a pension consultant, related adviser, or capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 72%, Exchange Traded Equities 17%, Cash & Cash Equivalents 11%72%
  • Public Funds/Mutual Funds72%
  • Exchange Traded Equities17%
  • Cash & Cash Equivalents11%

Contacts

1 of 1
  • JOHN RAAF

    OwnerCRD 3215672

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PORTLAND, OR

MULTNOMAH

Location

PORTLAND, OR

Headquartered in PORTLAND, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
MULTNOMAH
Address
2416 SW Vista Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth