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Raskin Global Inc.

Headquartered in PHOENIX, MD

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Firm Information

Raskin Global Inc. is an investment advisory firm based in with 3 licensed agents, 3 investment adviser representatives, and 3 advisory functions. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. Raskin Global Inc. manages $12,879,482 in assets for 30 accounts, including 5 high-net-worth individuals with $8,386,238 in assets and 25 individuals other than high-net-worth individuals with $4,493,244 in assets.

Raskin Global Inc.

$12.88M

Assets Under Management

474

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

Branch Locations (2)

RASKIN GLOBAL INC. has a total of 2 branch locations across the country.
location

Hypoluxo, FL

location

PHOENIX, MD

Advisors at Raskin Global Inc.

View All 3 Advisors
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Leonard P Raskin

CFP®, CFC®, RA

Phoenix, MD

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Kelly Michelle Dunston

RA

PHOENIX, MD

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Keith Steele Stacy

CFP®, RA

PHOENIX, MD

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Disclosures

There are no public disclosures for Raskin Global Inc..

Frequently Asked Questions (13)

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