David R. Rahn & Associates is an investment advisor in Port of Redwood City with $339.19 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
943158692
SEC advisor number
801-41657
FINRA CRD number
107501
AUM ?
$339.19 mm
(as of 18 Mar 22)
Accounts
320
(as of 18 Mar 22)
Employees
3
(2 investment advisory or research)
Address
David R. Rahn & Associates
495 SEAPORT COURT
SUITE 106
PORT OF REDWOOD CITY
CA 94063-2785
495 SEAPORT COURT
SUITE 106
PORT OF REDWOOD CITY
CA 94063-2785
Office hours
Monday - Friday, 8:30 A.M. - 5:30 P.M.
Phone
650-306-1500
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Basile, Clara | Chief Executive Officer/chief Financial Officer | 03/2016 | 50-75% |
Revenaugh, Ross, Norman | Partner/chief Compliance Officer | 08/2021 | 10-25% |
Nightingale, Steven, Roy | Shareholder | 08/2021 | 5-10% |
Rahn, David, Richard | President/secretary | 03/2016 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
6 Dec 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22