Overview
Assets Under Management: $28 million
High-Net-Worth Clients: 17
Average Client Assets: $0.7 million
Frequently Asked Questions
RAYMOND JAMES INVESTMENT COUNSEL LTD. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128324), RAYMOND JAMES INVESTMENT COUNSEL LTD. is subject to fiduciary duty under federal law.
RAYMOND JAMES INVESTMENT COUNSEL LTD. serves 17 high-net-worth clients according to their SEC filing dated December 22, 2023. View client details ↓
According to their SEC Form ADV, RAYMOND JAMES INVESTMENT COUNSEL LTD. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
RAYMOND JAMES INVESTMENT COUNSEL LTD. manages $28 million in client assets according to their SEC filing dated December 22, 2023.
According to their SEC Form ADV, RAYMOND JAMES INVESTMENT COUNSEL LTD. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 17
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.63%
Average Client Assets: $0.7 million
Total Client Accounts: 100
Discretionary Accounts: 100
Regulatory Filings
CRD Number: 128324
Filing ID: 1804428
Last Filing Date: 2023-12-22 11:45:00