RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD.

Latest filing: Oct 03, 2024 (27 days ago)

AUM

$77,014,832
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago

Employee Count

11
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago

Main Office

TUCSON, AZ
4100 N. FIRST AVENUE, TUCSON, AZ, UNITED STATES, 85719-1023

Client AUM

Discretion AUM
Discretionary $0.0
Non-Discretionary $0.0
Total $0.1
Client AUM
Retail $0.1
Pooled $0.0
Institutional $0.0
Total $0.1
Retail Accounts AUM
Individual 46 $0.0
Average Individual AUM $462,114
HNW 29 $0.1
Average HNW AUM $1,922,675
Retail Total 75 $0.1
Average Retail AUM $1,026,864

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
CHARLES SCHWAB & CO. INC. PHOENIX-AZ-USA $0.1
NATIONAL ADVISORS TRUST CO. OVERLAND PARK-KS-USA $0.0

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.1
Retail SMA AUM $0.1
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

No control persons found

ADVDB.CO • SOURCE: SEC

Representatives

2 active representatives found

Name City State Exams Designations
JOHN JARVISE TUCSON AZ S63|1999-03-15|S65|2021-11-08
PATRICIA RASKOB TUCSON AZ S65|1994-12-08 CERTIFIED FINANCIAL PLANNER

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
AZ-10/18/2023
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES
ACCOUNTING FIRM

ADVDB.CO • SOURCE: SEC FORM ADV