Rav Financial Services, LLC (Beachwood)

Name: Rav Financial Services, LLC
Address: One Chagrin Highlands, Beachwood, OH, 44122
Telephone: 216.831.4900

Rav Financial Services, LLC is a large advisory firm based in Beachwood. It manages $300.79 million of regulatory assets for 1,300 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Florida, New Hampshire, and Ohio.

Rav Financial Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rav Financial Services: assets under management

The assets under management (AUM) of Rav Financial Services, LLC is $300.79 million. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $300.2 million in discretionary accounts and $592.65 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $232.89 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $53.88 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rav Financial Services, LLC for their services and products based on hourly charges and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rav Financial Services, LLC

Rav Financial Services, LLC is owned by Mark Joseph Mccandless. Robert A Valente has been acting as President since 1 May 1982. Jean Gillian Graham joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert A Valente	President	1 May 1982	75% - 100%	867162
David Michael Taucher	Investment manager	1 Aug 2000	Other	1297622
Christine Michelle Boehnlein	Chief compliance officer	1 Sep 2004	Other	2549788
Llc Rav Holdings	Owner	1 Feb 2005	75% - 100%	20-2223892
Kenneth Joseph Paull	Financial planner	1 Jul 2005	Other	4018025
Mark Joseph Mccandless	Vice president	1 Jul 2005	Other	3119380
Jean Gillian Graham	Chief compliance officer	1 Jan 2007	Other	4652726
Mark Joseph Mccandless	Owner	1 Oct 2014	Other	3119380

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Robert A Valente	Member	1 Feb 2005	50% - 75%	867162
David Michael Taucher	Member	1 Feb 2005	25% - 50%	1297622

Based in Beachwood

The principal office where Rav Financial Services, LLC performs its advisory services is located at One Chagrin Highlands, Beachwood, OH 44122, 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 216.831.4900 or by fax 216.831.8499. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at ravfinancial.com.