RAFALKO ADVISORS, INC.
CRD #146540 SEC #801-70010 GLEN ALLEN, VA 800-767-8772
SEC Registered
Total AUM
$139.3M
Discretionary
$130.2M
Employees
3
Clients
0
Accounts
239
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $139.3M | $130.2M | $9.2M | 3 | 200 |
| Jan 2016 | $124.6M | $117.3M | $7.3M | 2 | 200 |
| Sep 2015 | $94.3M | $94.3M | $0 | 2 | 26 |
| Apr 2015 | $94.3M | $94.3M | $0 | 2 | 26 |
| Oct 2014 | $116.3M | $116.3M | $0 | 3 | 26 |
| Mar 2014 | $116.3M | $116.3M | $0 | 3 | 26 |
| Mar 2013 | $93M | $93M | $0 | 3 | 26 |
| May 2012 | $94.5M | $94.5M | $0 | 1 | 26 |
| Apr 2012 | $78.7M | $78.7M | $0 | 1 | 26 |
| Feb 2012 | $67.1M | $67.1M | $0 | 1 | 26 |
| Aug 2011 | $67.1M | $67.1M | $0 | 5 | -- |
| Mar 2011 | $67.1M | $67.1M | $0 | 5 | -- |
| Aug 2010 | $51.5M | $0 | $51.5M | 5 | -- |
| Mar 2009 | $5.8M | $5.8M | $0 | 5 | -- |
DateMar 2017
Total AUM$139.3M
Discretionary$130.2M
Non-Disc.$9.2M
Employees3
Clients200
DateJan 2016
Total AUM$124.6M
Discretionary$117.3M
Non-Disc.$7.3M
Employees2
Clients200
DateSep 2015
Total AUM$94.3M
Discretionary$94.3M
Non-Disc.$0
Employees2
Clients26
DateApr 2015
Total AUM$94.3M
Discretionary$94.3M
Non-Disc.$0
Employees2
Clients26
DateOct 2014
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees3
Clients26
DateMar 2014
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees3
Clients26
DateMar 2013
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees3
Clients26
DateMay 2012
Total AUM$94.5M
Discretionary$94.5M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$78.7M
Discretionary$78.7M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$67.1M
Discretionary$67.1M
Non-Disc.$0
Employees1
Clients26
DateAug 2011
Total AUM$67.1M
Discretionary$67.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$67.1M
Discretionary$67.1M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$51.5M
Discretionary$0
Non-Disc.$51.5M
Employees5
Clients--
DateMar 2009
Total AUM$5.8M
Discretionary$5.8M
Non-Disc.$0
Employees5
Clients--