RIA Intel›Advisers›Massachusetts›R.A.I. FINANCIAL SERVICES, INC.

R.A.I. FINANCIAL SERVICES, INC.

Advisory

LYNNFIELD, MA

Data as of Oct 25, 2021 · Source: SEC Form ADV

Rank in MA

#1,449

of 1,590 advisers by AUM

Average account

$95K

across 99 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Oct 25, 2021.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients99

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

99 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

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ADAPTIVE FINANCIAL SOLUTIONS INC

$10M

M STREET CAPITAL, LLC

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