The Raffin Group LLC
Firm details
- Headquarters
- ,
- CRD number
- 310270
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI68.23%
- Individuals17.13%
- Corporations / Businesses14.64%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Raffin Group LLC is an independent registered investment adviser organized as an LLC that provides financial planning and portfolio management services primarily to individuals, families and small-business clients, with some institutional work. The firm charges clients on a percentage-of-assets basis and can bill hourly for advisory work. It does not identify as an active ESG investor and does not operate as a capital allocator or a related adviser; instead it appears to place client capital with third-party managers and standard investment vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents28%
- Exchange Traded Equities16%
- US Government Bonds9%
- Private Funds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
J. Williams Wealth Management, LLC
RIAShinneman Wealth Group
RIANorthbrook, IL
AA Wealth Strategies LLC
RIAAustin, TX
Safewater Investment Management LLC
RIAHenderson Capital & Wealth Management, LLC
RIABrownsville, TX