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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    459
    MILLION
  • Total Number of Accounts
    1,007
    ACCOUNTS
  • Average Account Value
    $455,925
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at The Rikoon Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kyle J. Burns
CRD#: 6338672
2218 Old Arroyo Chamiso, Santa Fe, NM 87505
94
Wealthminder
score
Kyle Burns (CRD# 6338672) is an Investment Advisor Representative working at The Rikoon Group, LLC in Santa Fe, NM and has over 2 years of experience in the finance industry.
2
Robert A. Rikoon
CRD#: 2060204
2218 Old Arroyo Chamiso, Santa Fe, NM 87505
93
Wealthminder
score

Robert Rikoon (CRD# 2060204) is an Investment Advisor Representative working at The Rikoon Group, LLC in Santa Fe, NM and has over 26 years of experience in the finance industry.

3
Jeffrey W. Sand
CRD#: 2504199
2218 Old Arroyo Chamiso, Santa Fe, NM 87505
93
Wealthminder
score

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.

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