Raskin Global Inc.
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
FINTRXOverview
Raskin Global Inc. is an independent, corporation-structured registered investment adviser that serves individual and family clients. The firm operates as a capital allocator, advising on portfolio construction and placing client capital with outside managers when appropriate. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection and oversight of other advisers. Fee arrangements include percentage-of-AUM schedules alongside fixed fees and other fee types. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser activities.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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