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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-1999
- Office Locations
- 1
Office Locations
About Raleigh Investment Advisors, Inc.
Raleigh Investment Advisors is a Raleigh, NCased fee-only, father-son RIA providing financial planning and discretionary investment management for individuals and closely held institutions, including estate/trust planning and qualified plan (IRA/401(k)) guidance. Client assets are custodied at Charles Schwab with online account access. Portfolios primarily use ETFs and equities with a modest fixed-income sleeve.
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Asset Classes
Custodian
Investment Vehicles
Services
Owner & Executives
MICHAEL CONRAD DUNNE
Owner, President
- CRD
- --
- Ownership
- 75% or more
Gregory Thomas Dunne
CFP, Investment Advisor Representative, VICE PRESIDENT
- CRD
- #6793865
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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