R
CRD: 126302
Raimond Wealth Management LLC
Getzville, NY
7168168773
$70.0M Total AUM
$70.0M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
22 yrs Firm Age
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- Custodian
- Fidelity/NFS · TD Ameritrade · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-13-2004
- Office Locations
- 1
Office Locations
-- Getzville NY
About Raimond Wealth Management LLC
Raimond Wealth Management LLC is a Getzville-based RIA. The firm has been operating for 22 years. Managing $70.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and TD Ameritrade. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$70.0M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Quantum
Client Personas
Atlas
Investment Themes
Capital horizon
Investment Vehicles
Alpha
Services
Insight Quantum Signal focus Foundation Legacy momentum
Owner & Executives
J
JOSEPH VINCENT RAIMOND
President, PRINCIPAL
- CRD
- #838335
- Ownership
- 75% or more
(958) 768-1082
zenith.north@frontiercapital.com
in linkedin.com/in/pioneer-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $70,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $70,000,000
Equity - Exchange:
18.7% Equity - OTC:
8.8% Municipal Bonds:
14.1% Cash:
13.3% U.S. Government/Agency:
28.4% Sovereign Bonds:
16.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $724,321,452 | 18.7% |
| Equity - OTC | $340,857,154 | 8.8% |
| Municipal Bonds | $546,146,121 | 14.1% |
| Cash | $515,159,107 | 13.3% |
| U.S. Government/Agency | $1,100,038,996 | 28.4% |
| Sovereign Bonds | $646,853,917 | 16.7% |
| Total | $3,873,376,747 | 100.0% |