Overview
Assets Under Management: $72 million
High-Net-Worth Clients: 192
Average Client Assets: $0.4 million
Frequently Asked Questions
THE RIKOON GROUP, LLC 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 #131435), THE RIKOON GROUP, LLC is subject to fiduciary duty under federal law.
THE RIKOON GROUP, LLC serves 192 high-net-worth clients according to their SEC filing dated March 21, 2025. View client details ↓
According to their SEC Form ADV, THE RIKOON GROUP, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
THE RIKOON GROUP, LLC manages $72 million in client assets according to their SEC filing dated March 21, 2025.
According to their SEC Form ADV, THE RIKOON GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 192
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.50%
Average Client Assets: $0.4 million
Total Client Accounts: 194
Non-Discretionary Accounts: 194
Regulatory Filings
CRD Number: 131435
Filing ID: 1963836
Last Filing Date: 2025-03-21 14:58:00