Overview
Assets Under Management: $2.7 billion
Headquarters: ADDISON, TX
High-Net-Worth Clients: 1,086
Average Client Assets: $1.7 million
Frequently Asked Questions
RAA is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108203), RAA is subject to fiduciary duty under federal law.
RAA is headquartered in ADDISON, TX.
RAA serves 1,086 high-net-worth clients according to their SEC filing dated March 05, 2018. View client details ↓
According to their SEC Form ADV, RAA offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
RAA manages $2.7 billion in client assets according to their SEC filing dated March 05, 2018.
According to their SEC Form ADV, RAA serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 1,086
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.37%
Average Client Assets: $1.7 million
Total Client Accounts: 6,035
Discretionary Accounts: 6,035
Regulatory Filings
CRD Number: 108203
Filing ID: 1168377
Last Filing Date: 2018-03-05 16:37:00