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
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, 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 72%, Exchange Traded Equities 20%, Cash & Cash Equivalents 8%72%
  • Public Funds/Mutual Funds72%
  • Exchange Traded Equities20%
  • Cash & Cash Equivalents8%

Owners & executives

1 of 1
  • Leonard Raskin

    Leonard Raskin

    Owner & CEOCRD 1696689

Contacts

2 of 2
  • Kelly Dunston

    Kelly Dunston

    VP of OperationsCRD 4533365

  • Gabriela Miutescu

    Gabriela Miutescu

    Financial ProfessionalCRD 7415146

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth