Large Firm

RVK, INC.

222 Sw Columbia Street, Suite 600, Portland OR 97201

(503) 221-4200

N/A

Firm Details

The basic information about the firm.

Violations: This firm has reported a violation. Please see Form ADV on the SEC website for more information. Here
Assets Under Management (AUM) This is the total number of dollars the firm holds in client assets: $1,115,396,451.00
Number of Accounts This is the total number of open accounts the firm has under management.: 34
Number of Employees This is the total number of employees that work at the firm.: 137
Investment Employees Investment employees includes any individual that is employed by the firm that may directly make financial decisions on behalf of the client: 114

Information about the services offered and fee structure.

Information about the firm's clients.

High Net Worth Clients A client that has either: greater than $750,000 in investable assets or a $1,500,000 net worth: 8
High Net Worth AUM This is the total number of assets under management for all clients the firm identifies as high net worth: $45,695,329.00
Pension Profit Sharing Clients Clients of the firm that participate in a profit sharing plan which the firm performs financial services: 75
Charitable Organization Clients Number of clients the firm identifies as Charitable Organizations: 75
Charitable Organization AUM Total number of assets under management for clients the form identifies as a “charitable organization”: $82,672,757.00
Corporate Clients Corporate clients are any companies that enlist the investment adviser for wealth management services: 22
Corporate AUM Total number of assets under management for clients the form identifies as “corporate”: $104,489,114.00
None US Client Percentage This is the total number of open accounts the firm has under management.: 2%