RAAF INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- PORTLAND, Oregon
- CRD number
- 156004
- Website
- www.raafinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.46%
- Individuals6.54%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Exchange Traded Equities17%
- Cash & Cash Equivalents11%
Contacts
1 of 1JOHN RAAF
OwnerCRD 3215672
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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