Rikoon Carret Wealth Management Group, LLC is a large advisory firm based in Santa Fe. It manages $398.43 million of regulatory assets for 930 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona, California, Colorado, and 13 other states.
Rikoon Carret Wealth Management Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rikoon Carret Wealth Management Group, LLC is $398.43 million. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rikoon Carret Wealth Management Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Rikoon Carret Wealth Management Group, LLC performs its advisory services is located at 1421 Luisa Street, Santa Fe, NM 87505, which is also the mailing address of the firm. An additional office of the firm is in Marshall, NC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 505-989-3581 or by fax 505-983-8086. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.