1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2RAFALKO ADVISORS, INC.

Map pinGLEN ALLEN, VA
Phone800-767-8772
NotebookSEC #801-70010
Total AUM
$139.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4860 COX RD.
SUITE 200
GLEN ALLEN
VA 23060
United States
Operating Hours
9:00-4:30
Monday - Friday
Phone
800-767-8772

ReceiptFinancials

Total AUM
$139.3M
Accounts
239
Discretionary
$130.2M
Accounts
206
Non-Discretionary
$9.2M
Accounts
33

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
DUE DILGENCE REPORTS FOR PLAN SPONSORS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account