R
$24.3M Total AUM
$24.3M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-30-2024
- Office Locations
- 1
Office Locations
-- Cave Creek AZ
About Raymond John Management LLC
Raymond John Management LLC is a Cave Creek-based RIA. The firm has been operating for 1 years. Managing $24.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$24.3M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STEVEN FISHER MOSSHART
Chief Compliance Officer, Managing Member
- CRD
- #1504071
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,333,827 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,333,827 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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