RAYMOND JAMES & Overview
Raymond James & Associates is an investment advisor that manages 76 BN dollars in regulatory AUM and has 10220 employees, of which 3197 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 111BN in positions, representing 146% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 111BN in positions, representing 146% of the manager's regulatory AUM.
RAYMOND JAMES & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
RAYMOND JAMES & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VOO | 6.5% | ETF | 8.92% | -0.01% | 2 | 13% | ||
| AGG | 3.51% | ETF | -0.13% | -0.11% | 5 | 7% | ||
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FEATURED IN
RAYMOND JAMES & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Thomas Alan James | Director/Chairman Of The Board | January-1972 |
| Dennis William Zank | Chief Executive Officer/Director | May-2004 |
| Paul Louis Matecki | Chief Legal Officer / Secretary | June-1989 |
| Richard Bonafield Ii Franz | Chief Financial Officer/Treasurer | January-2004 |
| Thomas Robert Tremaine | Executive Vice President, Director, Chief Operations Officer | May-2004 |
| Jeffrey Paul Julien | Director | January-2004 |
| Robert Christopher Eckardt | Ria Chief Compliance Officer | July-2004 |
| Efstratios Michael Serbanos | Chief Compliance Officer | October-2011 |
| Tashtego Spring Elwyn | President - Private Client Group | January-2012 |
RAYMOND JAMES & Brokers, Custodians, Auditors and Administrators
| Type | Company |
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RAYMOND JAMES & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
8. A. Methods of Analysis and Investment Strategies
SIMs will analyze the appropriate short and long term investment, liquidity and risk positions (for example, a depository analysis would include: Earnings at Risk, Economic Value of Equity, liquidity and capital positions). The total balance sheet analysis will include but is not limited to the analysis and discussion of investments, loans, deposits, and wholesale fundings. SIMs will also meet with designated management to discuss risk tolerances, balance sheet growth strategies, capital allocation strategies, liquidity/cash flow needs, and budgeted and forecasted balance sheet expectations.
Once all of this information has been properly evaluated, an investment plan, consistent with management discussions and client Policy, is created by the Managing Advisor. This investment plan, called the Planned Acquisition Target or PATh, provides...
Get the Full Report
8. A. Methods of Analysis and Investment Strategies
SIMs will analyze the appropriate short and long term investment, liquidity and risk positions (for example, a depository analysis would include: Earnings at Risk, Economic Value of Equity, liquidity and capital positions). The total balance sheet analysis will include but is not limited to the analysis and discussion of investments, loans, deposits, and wholesale fundings. SIMs will also meet with designated management to discuss risk tolerances, balance sheet growth strategies, capital allocation strategies, liquidity/cash flow needs, and budgeted and forecasted balance sheet expectations.
Once all of this information has been properly evaluated, an investment plan, consistent with management discussions and client Policy, is created by the Managing Advisor. This investment plan, called the Planned Acquisition Target or PATh, provides...
Get the Full Report
RAYMOND JAMES & Portfolio Concentration
RAYMOND JAMES & Location
880 CARILLON PARKWAY
ST PETERSBURG, Florida
UNITED STATES, 33716
ST PETERSBURG, Florida
UNITED STATES, 33716
RAYMOND JAMES & Contact Information
Phone Number: 727-567-1000
Fax Number: 727-567-8668
Website: null
Fax Number: 727-567-8668
Website: null
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