The RAYMOND JAMES FINANCIAL is a publicly held investment adviser that advises $999.21Bn in regulatory assets under management held in 3 SEC fund types across 4 investment strategies. RAYMOND JAMES FINANCIAL is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 87.3% over the last 5-years.
The Group has been registered with the SEC for 51.65 years and is comprised of 10 filing and 0 relying advisers. They operate out of 127 office locations with their Headquarters at 880 CARILLON PARKWAY, ST PETERSBURG, FLORIDA. The Group has been subject to regulatory enforcement actions. They are regulated by 35 US and Non-US bodies.
They have 26,992 employees comprised of 11,962 investment and 15,030 non-investment staff. The total number of Employees increased by 47.4% over the last 5-years.
Their $999.21Bn in assets advised are owned by 22 private funds, 23 public funds and BDCs and 33,929 other accounts. Assets of High Net Worth Individuals clients own $527.71Bn or 52.81% of Total Assets and Individuals own $246.09Bn or 24.63% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Traditional LBO and FI/Credit - Diverse, representing 40.03%, 26.73% and 23.74% of total assets, respectively.
They advise 12 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 4 Fund Administrators, 2 Fund Auditors, 1 Prime Brokers, 4 Custodians and 4 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $693.48mn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
RAYMOND JAMES FINANCIAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.