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. 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

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