R & R James, Inc.
Firm details
- Headquarters
- Somerville, Massachusetts
- CRD number
- 139063
- Fee structure
- Other
Firm profile
FINTRXOverview
R & R James, Inc. operates as a corporation primarily engaged in accounting services. The firm does not classify itself under a specific investment advisory category, which indicates a focus on financial management rather than traditional investment advisory roles. As an unclassified entity, it may cater to a niche market, potentially providing tailored financial solutions to its clients. The firm does not actively engage in ESG investing and does not operate as a multi-state adviser, indicating a more localized approach to its client base.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Raymond James
TreasurerCRD 5096814
Richard James
PresidentCRD 5096824
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Somerville, MA
Middlesex
Location
Somerville, MA
Headquartered in Somerville, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 401 Highland Ave
- Time zone
- ET (UTC-5)
- Office locations
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