$62.5M Total AUM
$62.5M Disc. AUM
-- 3Y CAGR
2 Employees
47 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company · US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-21-2011
- Office Locations
- 1
Office Locations
2416 SW Vista AVE Portland OR
About Raaf Investment Advisors, LLC
Raaf Investment Advisors is a fee-only, fiduciary RIA providing retirement-focused wealth management and financial planning. The firm builds customized investment plans and actively manages portfolios aligned to each client’s risk tolerance, with an emphasis on preserving assets during extended market downturns. Client accounts are custodied at Charles Schwab.
Team overview
54 AVG AGE
$62.5M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
15.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
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Asset Classes
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Investment Themes
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Owner & Executives
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JOHN CHRISTIAN RAAF
--
- CRD
- #3215672
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,482,577 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,482,577 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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