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Rael & Letson

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43 more other clients, 237 more Schedule C rows and 1 more dated event

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F

Advisory clients

1 allocator

Other roles

46 allocators

+43 more clients

Every name, record and relationship behind this count, with the source on each.

Schedule C rows

240 rows, $19.7M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Western Unite Here and Employers Pension Fund202411NONE$896,603
Alaska Teamster-Employer Pension Trust202411 50NONE$404,386
Northwest Carpenters Retirement Plan202411 17 50NONE$379,850

+237 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

What changed

+1 more dated event

Every name, record and relationship behind this count, with the source on each.