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 09/30/16. The fund's latest filing disclosed 37BN in positions, representing 48% of the manager's regulatory AUM.

RAYMOND JAMES & StockAlpha

-2.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

RAYMOND JAMES & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AGG 2.92% ETF -3.06% -0.12% 2 3%
IWF 2% ETF 1.19% -0.05% 4 8%
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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

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...
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RAYMOND JAMES & Portfolio Concentration

RAYMOND JAMES & Location

880 CARILLON PARKWAY
ST PETERSBURG, Florida
UNITED STATES, 33716

RAYMOND JAMES & Contact Information

Phone Number: 727-567-1000
Fax Number: 727-567-8668
Website:

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