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

https://www.rikoongroup.com

By the Numbers

Total Assets Under Management

88

MILLION
Total Number of Accounts

194

ACCOUNTS
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

Showing 1 - 2 of 2 top financial advisors.

Contessa M. Archuleta

CRD#: 6884873

Santa Fe, NM

Contessa Archuleta (CRD# 6884873) is an Investment Advisor Representative working at The Rikoon Group, LLC in Santa Fe, NM and has over 5 years of experience in the finance industry.

Kyle J. Burns

CRD#: 6338672

Santa Fe, NM

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.

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.

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