Overview
Assets Under Management: $307 million
Headquarters: TULSA, OK
High-Net-Worth Clients: 3
Average Client Assets: $43 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.25
Average High-Net-Worth Client Assets: $43 million
Total Client Accounts: 336
Discretionary Accounts: 336
Regulatory Filings
CRD Number: 132962
Filing ID: 1983549
Last Filing Date: 2025-05-08 19:11:00
Website: https://raymondjames.com