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Building 2THE RIKOON GROUP, LLC

Map pin
Phone505-989-3581
NotebookSEC #801-63095
Total AUM
$72.2M
Employees
2
Clients
194

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
505-989-3581

ReceiptFinancials

Total AUM
$72.2M
Accounts
194
Discretionary
$0
Accounts
0
Non-Discretionary
$72.2M
Accounts
194

ContactClients

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HNW Individual Clients
192
AUM
$71.8M
Charitable Organization Clients
2
AUM
$359.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTATION SERVICES/FAMILY MEETINGS
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SERVICES WITH ADVISORY CLIENTS IN CERTAIN PRIVATE INVESTMENTS

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLNCNHNMNYOR

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.

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