This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Atlas insightOak prime
- Established Date
- 08-14-2017
- Office Locations
- 1
Office Locations
About Rabkin Advisors LLC
Rabkin Advisors LLC is a Texas-based RIA focused on long-term dividend growth investing. The firm delivers proprietary, research-driven portfolios via separately managed accounts for individuals and small businesses and provides sub-advisory services to institutional investors. The approach targets high-quality companies held for the long run, emphasizing reasonable entry prices over short-term volatility. SMA assets are implemented primarily with ETFs, with custody including Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
Dmitri Rabkin
Advisor, Chief Investment Officer, President
- CRD
- #6789871
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,007,509 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,007,509 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $7,007,509
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,341,717,668 | 80.8% |
| Cash | $556,447,763 | 19.2% |
| Total | $2,898,165,431 | 100.0% |