RAV FINANCIAL SERVICES, LLC
Legal name: RAV FINANCIAL
CRD #106632 SEC #801-17712 BEACHWOOD, OH 216.831.4900
SEC Registered
Total AUM
$300.8M
Discretionary
$300.2M
Employees
14
Clients
251
Accounts
1,300
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2016 | $300.8M | $300.2M | $592.7K | 14 | 300 |
| Sep 2015 | $332.4M | $331.9M | $456.1K | 14 | 400 |
| Mar 2015 | $332.4M | $331.9M | $456.1K | 14 | 400 |
| Dec 2014 | $355M | $353.7M | $1.3M | 14 | 400 |
| Mar 2014 | $355M | $353.7M | $1.3M | 18 | 400 |
| Mar 2013 | $324.6M | $323.5M | $1.1M | 18 | 400 |
| Nov 2012 | $315.8M | $310.7M | $5.1M | 18 | 400 |
| Mar 2012 | $315.8M | $310.7M | $5.1M | 11 | 400 |
| Dec 2010 | $293.2M | $288.9M | $4.2M | -- | -- |
| Mar 2009 | $263M | $259.2M | $3.8M | -- | -- |
| Mar 2007 | $311M | $290M | $21M | -- | -- |
| Dec 2006 | $286M | $268M | $18M | -- | -- |
| Mar 2006 | $286M | $268M | $18M | -- | -- |
| May 2005 | $239M | $222M | $17M | -- | -- |
| Oct 2003 | $190M | $130M | $60M | -- | -- |
| Apr 2002 | $164.7M | $61.5M | $103.2M | -- | -- |
DateFeb 2016
Total AUM$300.8M
Discretionary$300.2M
Non-Disc.$592.7K
Employees14
Clients300
DateSep 2015
Total AUM$332.4M
Discretionary$331.9M
Non-Disc.$456.1K
Employees14
Clients400
DateMar 2015
Total AUM$332.4M
Discretionary$331.9M
Non-Disc.$456.1K
Employees14
Clients400
DateDec 2014
Total AUM$355M
Discretionary$353.7M
Non-Disc.$1.3M
Employees14
Clients400
DateMar 2014
Total AUM$355M
Discretionary$353.7M
Non-Disc.$1.3M
Employees18
Clients400
DateMar 2013
Total AUM$324.6M
Discretionary$323.5M
Non-Disc.$1.1M
Employees18
Clients400
DateNov 2012
Total AUM$315.8M
Discretionary$310.7M
Non-Disc.$5.1M
Employees18
Clients400
DateMar 2012
Total AUM$315.8M
Discretionary$310.7M
Non-Disc.$5.1M
Employees11
Clients400
DateDec 2010
Total AUM$293.2M
Discretionary$288.9M
Non-Disc.$4.2M
Employees--
Clients--
DateMar 2009
Total AUM$263M
Discretionary$259.2M
Non-Disc.$3.8M
Employees--
Clients--
DateMar 2007
Total AUM$311M
Discretionary$290M
Non-Disc.$21M
Employees--
Clients--
DateDec 2006
Total AUM$286M
Discretionary$268M
Non-Disc.$18M
Employees--
Clients--
DateMar 2006
Total AUM$286M
Discretionary$268M
Non-Disc.$18M
Employees--
Clients--
DateMay 2005
Total AUM$239M
Discretionary$222M
Non-Disc.$17M
Employees--
Clients--
DateOct 2003
Total AUM$190M
Discretionary$130M
Non-Disc.$60M
Employees--
Clients--
DateApr 2002
Total AUM$164.7M
Discretionary$61.5M
Non-Disc.$103.2M
Employees--
Clients--