Raskin Global Inc.

RIASEC Registered

Total AUM

$30.8M

Discretionary

$30.8M

100% of AUM

Avg account

$1M

Accounts

30

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, Hourly Charges, Fixed Fees, Other
Client types: Individuals66.39%
HNWI33.61%
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 serves individuals and families and describes itself as a capital allocator that provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include asset-based fees, hourly charges, fixed fees and other fee types. The firm reports it is not an active ESG investor and does not identify as a multi-state adviser on its filings.

Assets & Accounts

Public Holdings

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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