RASKIN GLOBAL INC.

RIASEC Registered

Total AUM

$18.5M

Discretionary

$18.5M

100% of AUM

Avg account

$356K

Accounts

52

Employees

3

Advisory reps

3

Firm details

Headquarters: PHOENIX, Maryland
CRD number: 313300
Website: www.raskinglobal.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI72.2%
Individuals27.8%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Raskin Global Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm advises individuals and families, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its billing mixes AUM-based fees, fixed fees and other fee arrangements. Filings identify the firm as a capital allocator that uses third‑party managers rather than relying solely on in‑house proprietary products. The adviser does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds72%
Exchange Traded Equities20%
Cash & Cash Equivalents8%

Owners & executives

1 of 1

LEONARD RASKIN
Owner & CEOCRD 1696689

Contacts

2 of 2

KELLY DUNSTON
VP of OperationsCRD 4533365
Gabriela Miutescu
Financial ProfessionalCRD 7415146

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

PHOENIX, MD

BALTIMORE

Location

PHOENIX, MD

Headquartered in PHOENIX, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: BALTIMORE
Address: 3312 Paper Mill Rd
Time zone: ET (UTC-5)
Office locations

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