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 in the dataset as an independent registered investment adviser. Ownership is listed as individual, and the firm's primary business activity is accounting. The firm's fee arrangement is recorded as "other." The record does not indicate involvement in ESG investing, multistate advisory activities, pension consulting, or that it functions as a capital allocator or related adviser. The SEC registration year is not provided. The available information suggests the firm operates at the intersection of accounting services and advisory activity rather than as a full-service wealth manager; however, explicit details about the scope of advisory services or client segments are not included in the data provided.

Assets & Accounts

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