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 09/30/16. The fund's latest filing disclosed 11BN in positions, representing 22% of the manager's regulatory AUM.

RAYMOND JAMES StockAlpha

-2.7%
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
AAPL 1.73% Tech 1.31% -0.01% 0 42%
MGPI 1.66% Cons. Staples 23.01% 0.41% 13 2%
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FEATURED IN
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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

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 Portfolio Concentration

RAYMOND JAMES Location

880 CARILLON PARKWAY
SAINT PETERSBURG, Florida
UNITED STATES, 33716

RAYMOND JAMES Contact Information

Phone Number: 727-567-5877
Fax Number: 866-597-4054
Website:

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