Overview
Assets Under Management: $83 million
Headquarters: TUCSON, AZ
High-Net-Worth Clients: 37
Average Client Assets: $1.7 million
Frequently Asked Questions
RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD. 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 #105047), RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD. is subject to fiduciary duty under federal law.
RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD. is headquartered in TUCSON, AZ.
RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD. serves 37 high-net-worth clients according to their SEC filing dated October 19, 2023. View client details ↓
According to their SEC Form ADV, RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD. manages $83 million in client assets according to their SEC filing dated October 19, 2023.
According to their SEC Form ADV, RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD. 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: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.01%
Average Client Assets: $1.7 million
Total Client Accounts: 87
Discretionary Accounts: 49
Non-Discretionary Accounts: 38
Regulatory Filings
CRD Number: 105047
Filing ID: 1794563
Last Filing Date: 2023-10-19 16:04:00