R & R James, Inc.
Firm details
- Headquarters
- Somerville, Massachusetts
- CRD number
- 139063
- Fee structure
- Other
Firm profile
FINTRXOverview
R & R James, Inc. is organized as a corporation and is classified as an independent registered investment adviser with individual ownership. The firm's primary business activity is accounting rather than traditional wealth management or portfolio allocation. It is not identified as a capital allocator and is not listed as an active ESG investor. The firm's fee structure is recorded as "Other." Regulatory details are sparse—the SEC registration year is unknown—and it is not flagged as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The available data indicate limited or no advisory operations beyond the accounting practice. That profile is consistent with an entity that maintains RIA registration but does not appear to run an active investment management platform or distribute advisory services at scale.
Assets & Accounts
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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