Overview
Assets Under Management: $164 million
Headquarters: OAKWOOD, OH
High-Net-Worth Clients: 41
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.51
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 293
Discretionary Accounts: 290
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 121269
Last Filing Date: 2025-02-27 00:00:00
Website: https://raymondjames.com