About Raphael Aryeh and Associates
Raphael Aryeh and Associates is a well-respected financial firm based in New York City that provides expert financial services to individuals and businesses. With a team of highly experienced and knowledgeable advisors, the firm offers personalized solutions to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial solutions
- Offers expert advice and guidance
- Assists with wealth management and investment strategies
- Helps clients achieve their financial goals
Facts and Insights
Raphael Aryeh and Associates has been in business for over 20 years and manages assets for a diverse client base. With a strong reputation for providing excellent financial advice and services, the firm has built a loyal client base and continues to grow.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
Raphael Aryeh and Associates offers a wide range of financial services to meet the diverse needs of its clients. Some of the services offered include:
- Wealth management
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
Client Types
The firm caters to a variety of clients, including high-net-worth individuals, small businesses, and corporate clients. No matter the size or complexity of the client’s financial situation, Raphael Aryeh and Associates has the expertise and experience to provide tailored solutions.
Fees & Compensation
Raphael Aryeh and Associates follows a fee-based compensation structure, meaning they charge a percentage of the assets under management. This ensures that the firm’s interests align with those of their clients and promotes a long-term relationship based on trust and mutual success.
Background
Raphael Aryeh, the founder and CEO of Raphael Aryeh and Associates, has over 30 years of experience in the financial industry. He holds multiple certifications and has a unique ability to simplify complex financial concepts for his clients. The firm’s team of advisors also brings a wealth of knowledge and experience to the table, ensuring clients receive top-notch advice and service.
Financial Advisor Disclosures to Know
Like all financial firms, Raphael Aryeh and Associates are required to disclose any potential conflicts of interest or disciplinary actions. Clients can review the firm’s Form ADV and Form CRS to understand their policies and procedures fully.
In summary, Raphael Aryeh and Associates is a reputable financial firm that provides personalized, expert advice and solutions to help clients achieve their financial goals. With a strong track record and a team of experienced advisors, the firm is well-equipped to handle a variety of financial needs and serve a diverse client base.