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- Custodian
- Charles Schwab & Company · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-30-2021
- Office Locations
- 1
Office Locations
About Raskin Global Inc.
Raskin Global is a fee-based financial planning and investment advisory firm serving individuals and business owners across Maryland, D.C., and 23+ other states. The team delivers tax planning, protection/insurance analysis, and asset management grounded in academic evidence. Positioned as a “financial general manager,” supported by strategic alliances, and custodies primarily with Charles Schwab and SEI.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LEONARD P RASKIN
Chief Compliance Officer, Owner, President
- CRD
- #1696689
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KELLY MICHELLE DUNSTON
Consultant
- CRD
- #4533365
Gabriela C Miutescu
--
- CRD
- #7415146
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,487,520 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,487,520 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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