RAYMOND JAMES Overview
Raymond James Financial Services Advisors Inc. is an investment advisor that manages 52.1 BN dollars in regulatory AUM and has 4000 employees, of which 3150 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/09 to 09/30/21. The fund's latest filing disclosed 49BN in positions, representing 95% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/09 to 09/30/21. The fund's latest filing disclosed 49BN in positions, representing 95% 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 | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 2.86% | Tech | 6.16% | -0.18% | 0 | 39% | ||
| MSFT | 2.42% | Tech | 19.44% | 0.17% | 0 | 45% | ||
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FEATURED IN
RAYMOND JAMES Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Mary E. Haas | Corporate Secretary | May-1981 |
| Paul L. Matecki | Chief Legal Officer | April-1989 |
| Thomas R. Tremaine | Director | November-2002 |
| Richard B. Franz | Treasurer; Chief Financial Officer | November-2002 |
| Jason S. Thackeray | Compliance Director | July-2005 |
| Scott A. Curtis | President | January-2012 |
| Mark A. Sochinsky | Rosfp | April-2013 |
| Jason S. Thackeray | Co-Cco Rjfs | April-2014 |
| Vincent J. Campagnoli | Director | February-2014 |
| John W. Houston | Director | May-2014 |
| William C. Geis | Director | May-2014 |
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” section for additional information regarding SMA Funds.
Raymond James provides a variety of marketing and other sales support services to mutual fund companies related to their mutual funds which depends on the tier level of the mutual fund company - Premier, Preferred, or Partner. The participants in the three tiers in the Education & Marketing Support Program (E&M Program) were selected based on a number of quantitative and qualitative factors. These services include, but are not limited to, providing detailed mutual fund information to financial advisors, assisting mutual fund companies with strategic planning support, inclusion in the No Transaction Fee Platform, and providing opportunities for assisting with professional development workshops, study groups, and other events and conferences. The level of support and types of services provided are commensurate with the tier level and increase at the h...
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Raymond James provides a variety of marketing and other sales support services to mutual fund companies related to their mutual funds which depends on the tier level of the mutual fund company - Premier, Preferred, or Partner. The participants in the three tiers in the Education & Marketing Support Program (E&M Program) were selected based on a number of quantitative and qualitative factors. These services include, but are not limited to, providing detailed mutual fund information to financial advisors, assisting mutual fund companies with strategic planning support, inclusion in the No Transaction Fee Platform, and providing opportunities for assisting with professional development workshops, study groups, and other events and conferences. The level of support and types of services provided are commensurate with the tier level and increase at the h...
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RAYMOND JAMES Portfolio Concentration
RAYMOND JAMES Location
880 CARILLON PARKWAY
SAINT PETERSBURG, Florida
UNITED STATES, 33716
SAINT PETERSBURG, Florida
UNITED STATES, 33716
RAYMOND JAMES Contact Information
Phone Number: 727-567-5877
Fax Number: 866-597-4054
Website: null
Fax Number: 866-597-4054
Website: null
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