Richard James & Associates, Inc.

Overview

Richard James & Associates, Inc. is organized as a corporation and has been SEC-registered since 2014. Ownership is listed as a combination of a domestic entity and an individual. The firm's regulatory classification in the provided data is "unclassified." It is not identified as a capital allocator, not active on ESG initiatives, and is not registered as a multi-state adviser. The dataset also indicates the firm is not newly formed, does not serve as a pension consultant, and has no related adviser relationship recorded. The source material does not include descriptions of client segments, fee schedules, specific business activities, or the advisory services the firm offers.

Assets & Accounts