Rahn David R & Associates Inc is a large advisory firm based in Port Of Redwood City. It manages $226.54 million of regulatory assets for 329 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Texas.
Rahn David R & Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rahn David R & Associates Inc is $226.54 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rahn David R & Associates Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Richard Rahn has been acting as President since 1 May 1992. The Carol H. Erario Trust U/A Dtd 10/1/1996 joined the executive team most recently as the Shareholder.
The principal office where Rahn David R & Associates Inc performs its advisory services is located at 495 Seaport Court Ste 106, Port Of Redwood City, CA 94063 2785, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-306-1500 or by fax 650-306-1499. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.avaloncapital.com.