Insights

Independent Fee-Only Target boutique independent advisory firms with fee-only models for premium service partnerships, highlighting complementary offerings such as estate planning, trust services, and tax optimization to expand service scope.

Regional Focus Position around mid-market firms with 11-50 employees as highly receptive to scalable technology, practice management support, and shared compliance resources to compete with larger firms.

Tax and Estate Expertise Offer bundled solutions that emphasize tax minimization, retirement planning, and estate/trust services to deepen client value and create cross-sell opportunities for affluent and physician/doctor client segments.

Growth Readiness Leverage their revenue band and recent advisor hires to propose practice expansion tools, client acquisition benchmarks, and back-office enhancements to support onboarding and scalable growth.

Recognition & Trust Utilize their award history and recognitions to build credibility in outreach campaigns, proposing partnerships or co-marketing with trusted brands to win referrals and establish social proof in target markets.

Similar companies to Raskob Kambourian Financial Advisors, LTD

Raskob Kambourian Financial Advisors, LTD Tech Stack

Raskob Kambourian Financial Advisors, LTD uses 8 technology products and services including WordPress, oEmbed, Name.com DNS, and more. Explore Raskob Kambourian Financial Advisors, LTD's tech stack below.

  • Content Management System
  • oEmbed
    Dev Tools
  • Name.com DNS
    Domain Name Services
  • MooTools
    Javascript Frameworks
  • Skrollr
    Javascript Libraries
  • ExactMetrics
    Web Platform Extensions
  • Smush
    Web Tools And Plugins

Raskob Kambourian Financial Advisors, LTD's Email Address Formats

Raskob Kambourian Financial Advisors, LTD uses at least 4 email formats:
Raskob Kambourian Financial Advisors, LTD Email FormatsExamplePercentage
FirstL@rkfin.comJohnD@rkfin.com
73%
Last@rkfin.comDoe@rkfin.com
14%
First.Last@rkfin.comJohn.Doe@rkfin.com
6%
F.Last@rkfin.comJ.Doe@rkfin.com
7%

Frequently Asked Questions

What is Raskob Kambourian Financial Advisors, LTD's phone number?

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You can contact Raskob Kambourian Financial Advisors, LTD's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Raskob Kambourian Financial Advisors, LTD's official website and social media links?

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Raskob Kambourian Financial Advisors, LTD's official website is rkfin.com and has social profiles on LinkedIn.

How much revenue does Raskob Kambourian Financial Advisors, LTD generate?

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As of September 2026, Raskob Kambourian Financial Advisors, LTD's annual revenue is estimated to be $25M - $50M.

What is Raskob Kambourian Financial Advisors, LTD's SIC code and NAICS code?

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Raskob Kambourian Financial Advisors, LTD's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Raskob Kambourian Financial Advisors, LTD have currently?

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As of September 2026, Raskob Kambourian Financial Advisors, LTD has approximately 14 employees across 1 continents, including North America. Key team members include Office Administrator: J. K. Explore Raskob Kambourian Financial Advisors, LTD's employee directory with LeadIQ.

What industry does Raskob Kambourian Financial Advisors, LTD belong to?

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Raskob Kambourian Financial Advisors, LTD operates in the Financial Services industry.

What technology does Raskob Kambourian Financial Advisors, LTD use?

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Raskob Kambourian Financial Advisors, LTD's tech stack includes WordPress, oEmbed, Name.com DNS, Microsoft 365, MooTools, Skrollr, ExactMetrics and Smush.

What is Raskob Kambourian Financial Advisors, LTD's email format?

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Raskob Kambourian Financial Advisors, LTD's email format typically follows the pattern of FirstL@rkfin.com. Find more Raskob Kambourian Financial Advisors, LTD email formats with LeadIQ.

When was Raskob Kambourian Financial Advisors, LTD founded?

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Raskob Kambourian Financial Advisors, LTD was founded in 1986.
Raskob Kambourian Financial Advisors, LTD logo

Raskob Kambourian Financial Advisors, LTD

Financial ServicesArizona, United States11-50 Employees

Raskob Kambourian Financial Advisors, LTD is an independent, fee-only financial advisory firm registered with the Securities and Exchange Commission, offering comprehensive financial planning with an emphasis on Life Planning. Based in Tucson, Arizona, the firm provides guidance on prudent financial decisions, investment oversight, retirement planning, estate optimization, and access to trust services through National Advisors Trust Company, aiming to minimize tax liabilities at both state and federal levels. The organization also supports employer-sponsored retirement arrangements, managing pension plans for small teams, and positions itself within the financial services industry as a client-focused advisor that integrates wealth management with estate and tax considerations.

With a credentialed team serving a regional client base, the firm emphasizes personalized service and competitive pricing as part of its value proposition. It highlights trusteeship and fiduciary services, alongside ongoing investment stewardship and planning for retirement and estates, to address the comprehensive life planning needs of individuals and professional clients such as doctors and other professionals. Acknowledged over the years for industry recognition and awards, the firm has also pursued growth through personnel acquisitions, including the addition of a wealth manager and trust representative who is licensed as a fiduciary in the state. The company operates from Tucson, and maintains a presence in the broader financial services landscape through collaborations that support its trust and pension administration capabilities.

Section iconCompany Overview

Phone number
Website
rkfin.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Raskob Kambourian Financial Advisors, LTD's revenue is estimated to be in the range of $25M - $50M

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