Raymond James

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

1101 Sylvan Ave Ste C101, Modesto, Calif...

Phone Number

(209) 447-0700

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Raymond James

Rooted Wealth Management is a financial advisory firm based in Modesto, CA, offering personalized wealth management services. They cater to a diverse clientele, including business owners, families, retirees, and individuals experiencing sudden wealth. Their services encompass financial planning, investment management, estate planning, and risk management, all tailored to meet the unique needs of their clients. The firm emphasizes a disciplined approach to investing, aiming to simplify the complexities of wealth management and help clients achieve their financial goals.Explore more
Popular SearchesRaymond JamesRaymond James Financial Services IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Raymond James

<$5M
11-50
Private
-
-
N/A
$6.8M
1-10
Private
-
2022
$6.1M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2021
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Activity Insights

Raymond James is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Raymond James is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Raymond James.

Raymond James Tech Stack

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Frequently Asked Questions Regarding Raymond James

What is Raymond James's official website?
Raymond James's official website is www.rootedwm.com
What is Raymond James's Revenue?
Raymond James's revenue is <$5 Million
What is Raymond James's SIC code?
Raymond James's SIC: 62,628
What is Raymond James's NAICS code?
Raymond James's NAICS: 52,523
How many employees does Raymond James have?
Raymond James has 11-50 employees
What industry does Raymond James belong to?
Raymond James is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Raymond James competition?
Raymond James top competitors include: Witt-Lippincott, Veritrove, Fundwurx, McNamara Wealth Management
What technology does Raymond James use?
Some of the popular technologies that Raymond James uses are: reCAPTCHA, Ruxit, Google Universal Analytics, Bitly
How do I contact Raymond James?
Raymond James contact info: Phone number: (209) 447-0700 Website: www.rootedwm.com
What does Raymond James do?

Rooted Wealth Management is a financial advisory firm based in Modesto, CA, offering personalized wealth management services. They cater to a diverse clientele, including business owners, families, retirees, and individuals experiencing sudden wealth. Their services encompass financial planning, investment management, estate planning, and risk mana... gement, all tailored to meet the unique needs of their clients. The firm emphasizes a disciplined approach to investing, aiming to simplify the complexities of wealth management and help clients achieve their financial goals.Read More

Is Raymond James a public company?
Raymond James is private company therefore does not currently have an official ticker symbol
See more information about Raymond James

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