Rakatansky Financial LLC
Firm details
- Headquarters
- Subudry, Massachusetts
- CRD number
- 335560
- Website
- rakatanskyfinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI90.96%
- Individuals9.04%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Rakatansky Financial LLC is an independent, Massachusetts-registered limited liability advisory firm that serves individual and family clients. The firm operates as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its revenue model combines a percentage-of-AUM fee with hourly charges, and the firm also performs insurance brokerage activities. Rakatansky Financial lists an affiliation with an accountant and does not pursue ESG-focused investing.
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 Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Alex Rakatansky
Owner & CCOCRD 7772612
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Subudry, MA
Middlesex
Location
Subudry, MA
Headquartered in Subudry, 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
- Middlesex
- Address
- 75 109
- Time zone
- ET (UTC-5)
- Office locations
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