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Building 2RAYMOND JAMES (USA) LTD

Map pinVANCOUVER
Phone877-570-7558
NotebookSEC #801-72137
Total AUM
$2B
Employees
175
Clients
4,864

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2100-925 WEST GEORGIA STREET
VANCOUVER
V6C3L2
Canada
Operating Hours
6:00AM-4:00PM
Monday - Friday
Phone
877-570-7558
Other Offices
76

ReceiptFinancials

Total AUM
$2B
Accounts
4,869
Discretionary
$499.9M
Accounts
965
Non-Discretionary
$1.5B
Accounts
3,904

ContactClients

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Individual Clients
4,501
AUM
$1.1B
HNW Individual Clients
349
AUM
$877.7M
Pension/Profit Sharing Plan Clients
5
AUM
$2.2M
Corporation or Business Clients
9
AUM
$58M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Violation FindingSRO Rule Violation
State Registrations
ALAZCACOCTFLGAHIILINMAMDMEMIMNMTNCNHNJNVNYOHORPARITNTXVAVTWA

HandshakeAffiliates

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Affiliates
Reported 23 business affiliates.
Claimed Affiliates
Reported as an affiliate by 14 other businesses.

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