Overview
Assets Under Management: $297 million
Headquarters: CORAL GABLES, FL
High-Net-Worth Clients: 90
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 90
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.16
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 454
Discretionary Accounts: 424
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 131138
Last Filing Date: 2024-10-24 00:00:00
Website: https://raymondjames.com