The Rikoon Group, LLC

The Rikoon Group, LLC (CRD# 131435) is a financial advisory firm headquartered in , . They manage $484,955,931 in 948 accounts and serve the financial needs of clients across 25 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    485
    MILLION
  • Total Number of Accounts
    948
    ACCOUNTS
  • Average Account Value
    $511,557
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, NJ, NM, NY, OH, OR, PA, TX, UT, VT, WA

Financial Advisors at The Rikoon Group, LLC
Showing 1 - 4 of 4 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
Patrick W. Gendron
CRD#: 5517184
Santa Fe, NM
93
Wealthminder
score

Patrick Gendron (CRD# 5517184) is an Investment Advisor Representative working at The Rikoon Group, LLC in Santa Fe, NM and has over 9 years of experience in the finance industry.

3
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 28 years of experience in the finance industry.

4
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 23 years of experience in the finance industry.

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