Investment adviser · CRD 106632
RAV FINANCIAL
Investment adviser filing (IA)
RAV FINANCIAL SERVICES, LLC
BEACHWOOD, OH, United States · Form ADV filed Feb 29, 2016
- Regulatory AUM
- $301M Form ADV · Item 5.F
- Client accounts
- 1,300 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Private funds & service providers
0 Private fundsThe 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: Feb 29, 2016. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Hourly · Fixed
Principal office
ONE CHAGRIN HIGHLANDS, 2000 AUBURN DRIVE, SUITE 400BEACHWOOD, OH, 44122, United States
CRD 106632
Filing source
Form ADV 976161 · Feb 29, 2016 · 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.