Ravenna Investment LLC is an adviser based in Seattle. It manages $32.13 million of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Washington.
Ravenna Investment provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ravenna Investment LLC is $32.13 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ravenna Investment LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Ravenna Investment LLC performs its advisory services is located at 1900 Ne Naomi Pl, Seattle, WA 98115 6938, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 206-526-1383 or by fax 206-526-7032. The normal business hours are 0900 - 1700 on Monday - Friday.