Investment adviser · CRD 151028

RAFALKO INVESTMENT ADVISORY, LLC

Investment adviser filing (IA)

GLEN ALLEN, VA, United States · Form ADV filed Sep 1, 2015

Regulatory AUM
$21.2M
Form ADV · Item 5.F
Client accounts
107
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 1, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

4860 COX RD.,, SUITE 200
GLEN ALLEN, VA, 23060, United States

CRD 151028

Filing source

Form ADV 943350 · Sep 1, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.