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RAYMOND JAMES INVESTMENT MANAGEMENT

780 Carillon Parkway
St Petersburg, Florida 33716
Tel: 800-521-1195

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About RAYMOND JAMES INVESTMENT MANAGEMENT

RAYMOND JAMES INVESTMENT MANAGEMENT, formally registered with the SEC as RAYMOND JAMES INVESTMENT MANAGEMENT. The firm was established in 07/06/2015. They have over 3 offices throughout the country.

RAYMOND JAMES INVESTMENT MANAGEMENT is a St Petersburg, Florida based Financial Planning firm with nearly $16,378,977,378 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 173 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#174904
SEC#801-100356
Assets Managed by Firm$16,378,977,378
No. of Clients5
No. of Advisors173

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total5$16,378,977,378
High net worth individualsFewer than 5 clients$683,652

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