The Rikoon Group, LLC
The Rikoon Group, LLC (CRD# 131435) is a financial advisory firm headquartered in , . They manage $88,268,061 in 194 accounts and serve the financial needs of clients across 9 states (or territories).
Current Firm Details
The Rikoon Group, LLC
By the Numbers
-
Total Assets Under Management88MILLION
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Total Number of Accounts194ACCOUNTS
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Average Account Value$454,990
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, FL, NC, NH, NM, NY, OR, WY
Financial Advisors at The Rikoon Group, LLC
1
Contessa Archuleta (CRD# 6884873) is an Investment Advisor Representative working at The Rikoon Group, LLC in Santa Fe, NM and has over 6 years of experience in the finance industry.
2
Kyle Burns (CRD# 6338672) is an Investment Advisor Representative working at The Rikoon Group, LLC in Santa Fe, NM and has over 8 years of experience in the finance industry.
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