The Rikoon Group, LLC
The Rikoon Group, LLC (CRD# 131435) is a financial advisory firm headquartered in , . They manage $459,115,983 in 1,007 accounts and serve the financial needs of clients across 26 states (or territories).
Total Assets Under Management459MILLION
Total Number of Accounts1,007ACCOUNTS
Average Account Value$455,925
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, CT, DE, FL, HI, ID, IL, KS, MA, ME, MI, NC, NE, NJ, NM, NY, OH, OR, PA, TX, UT, VT, WA
Robert Rikoon (CRD# 2060204) is an Investment Advisor Representative working at The Rikoon Group, LLC in Santa Fe, NM and has over 27 years of experience in the finance industry.
Jeffrey Sand (CRD# 2504199) is an Investment Advisor Representative working at The Rikoon Group, LLC in Santa Fe, NM and has over 22 years of experience in the finance industry.