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Building 2RAFALKO INVESTMENT ADVISORY, LLC

Map pinGLEN ALLEN, VA
Phone804-888-7765
NotebookSEC #801-78305
Total AUM
$21.2M
Employees
2
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 AM TO 4:30 PM
Monday - Friday
Phone
804-888-7765

ReceiptFinancials

Total AUM
$21.2M
Accounts
107
Discretionary
$17.7M
Accounts
35
Non-Discretionary
$3.5M
Accounts
72

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TRUSTEE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXVA

HandshakeAffiliates

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

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