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Donald John Raatz

STRATEGIC PORTFOLIO ADVISORS·LAS VEGAS, Nevada
Unclaimed Profile
10161 PARK RUN DRIVE, LAS VEGAS, NV 89145CRD# 1058325Firm CRD# 132825
01

About

Donald John Raatz is a registered financial advisor based in LAS VEGAS, Nevada, affiliated with STRATEGIC PORTFOLIO ADVISORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STRATEGIC PORTFOLIO ADVISORS
STRATEGIC PORTFOLIO ADVISORS
AUM
$110M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at STRATEGIC PORTFOLIO ADVISORS →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1058325
Firm CRD# 132825
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald John Raatz offer?
Donald John Raatz specializes in Financial Planning, Investment Management. Contact their office in LAS VEGAS, Nevada for a consultation.
What are Donald John Raatz's credentials?
Donald John Raatz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald John Raatz located?
Donald John Raatz is based in LAS VEGAS, Nevada, working with STRATEGIC PORTFOLIO ADVISORS. Their office serves clients in the LAS VEGAS metropolitan area and surrounding communities.
How does Donald John Raatz charge for services?
Donald John Raatz's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC PORTFOLIO ADVISORS?
STRATEGIC PORTFOLIO ADVISORS has approximately 4 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Nevada
RENO (129)HENDERSON (31)INCLINE VILLAGE (26)SPARKS (7)CARSON CITY (6)
City Guides
RENO GuideHENDERSON GuideINCLINE VILLAGE GuideSPARKS GuideCARSON CITY Guide
Research
Advisor Fees in NevadaNational Fee Analysis
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