Raimond Wealth Management LLC

Raimond Wealth Management LLC (CRD# 126302) is a financial advisory firm headquartered in Getzville, NY. They manage $6,000,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
30 Woodshire S., Getzville, NY 14068
http://rmndfnncl.cs
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $1,000,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Raimond Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Raimond, financial advisor Getzville NY
Joseph V. Raimond
CRD#: 838335
Getzville, NY

Joseph Raimond (CRD# 838335) is an Investment Advisor Representative working at Raimond Wealth Management LLC in Getzville, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals