Overview
Assets Under Management: $208 million
Headquarters: ANNAPOLIS, MD
High-Net-Worth Clients: 66
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.64
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 398
Discretionary Accounts: 358
Non-Discretionary Accounts: 40
Regulatory Filings
CRD Number: 117474
Last Filing Date: 2025-02-05 00:00:00
Website: https://raymondjames.com