Raleigh Investment Advisors, Inc.

Overview

Raleigh Investment Advisors, Inc. is an independent, privately owned registered investment adviser operating as a corporation that focuses on individual and family clients. The firm offers fee-based financial planning and discretionary portfolio management for individuals and small businesses, charging a percentage of assets under management alongside other fee arrangements. The firm does not characterize itself as an active ESG investor and is not identified as a multi-state adviser in the available snapshot. Its business model centers on traditional wealth-management services rather than serving as a capital allocator or institutional pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices