RAKATANSKY FINANCIAL LLC

Overview

Rakatansky Financial LLC is a small, independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm combines traditional wealth management and financial planning with insurance brokerage capabilities and acts as a capital allocator that can place client capital with third‑party managers. Its advisory services include comprehensive financial planning, individualized portfolio management for individuals and small businesses, and selecting outside advisers where needed. Fee arrangements mix a percentage of assets under management with hourly charges. The firm does not position itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices