R & R JAMES, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
2

Firm details

Headquarters
SOMERVILLE, Massachusetts
CRD number
139063
Fee structure
Other

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • RAYMOND JAMES

    TreasurerCRD 5096814

  • RICHARD JAMES

    PresidentCRD 5096824

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth