Overview
Assets Under Management: $350 million
Headquarters: ROY, UT
High-Net-Worth Clients: 91
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 91
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.50
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 742
Discretionary Accounts: 498
Non-Discretionary Accounts: 244
Regulatory Filings
CRD Number: 109578
Last Filing Date: 2025-02-28 00:00:00
Website: https://raymondjames.com