The Rikoon Group

Finance · New Mexico, United States · 1-10 Employees

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Overview

Headquarters

2218 Old Arroyo Chamiso # B7, Santa Fe, ...

Phone Number

(505) 989-3581

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
1
1
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1
1

About The Rikoon Group

Santa Fe Financial, Estate & Retirement Planning offers a comprehensive range of financial services including financial planning, investment management, and estate strategies. Their tailored approach is designed to serve a diverse clientele, including families, women, business owners, professionals, and retirees. The firm emphasizes local knowledge and in-house expertise to provide quality advice and innovative solutions. With a focus on teamwork and continuous growth, they aim to deliver financial clarity and support to clients across the nation.Explore more
The Rikoon Group's Social MediaPopular SearchesThe Rikoon Group LLCRikoon GroupThe Rikoon GroupHightower Advisors LLCRikoon Carret Wealth Management Group LLCSIC Code 62,628NAICS Code 52,523Show more

The Rikoon Group Org Chart

PhoneEmail
JS
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Portfolio Manager

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AP
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Senior Relationship Manager

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EZ
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Portfolio Manager

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CK
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Research Analyst

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JB
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Financial Associate & Advisor

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Compare Similar Companies to The Rikoon Group

Compare insights from companies similar to The Rikoon Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Rikoon Group

<$5M
1-10
Private
-
2003
JS
Jeffrey SandPortfolio Manager
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1962
JW
James WolfsbergSenior Vice President
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
1962
PV
Paul VeltmanBranch Manager
<$5M
1-10
Private
-
2015
LG
Liam GilroyManaging Partner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The Rikoon Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

The Rikoon Group Tech Stack

A closer look at the technologies used by The Rikoon Group

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Frequently Asked Questions Regarding The Rikoon Group

What is The Rikoon Group's official website?
The Rikoon Group's official website is www.rikoongroup.com
What is The Rikoon Group's Revenue?
The Rikoon Group's revenue is <$5 Million
What is The Rikoon Group's SIC code?
The Rikoon Group's SIC: 62,628
What is The Rikoon Group's NAICS code?
The Rikoon Group's NAICS: 52,523
How many employees does The Rikoon Group have?
The Rikoon Group has 1-10 employees
What industry does The Rikoon Group belong to?
The Rikoon Group is in the industry of: Finance, Securities Trading
What is The Rikoon Group competition?
The Rikoon Group top competitors include: Stockade Wealth Management, Montecito Capital Management Group, Bristol Wealth Group, Constant Guidance Financial
What technology does The Rikoon Group use?
Some of the popular technologies that The Rikoon Group uses are: goo.gl, Cloudflare CDN, Eploy, Engage ATS
How do I contact The Rikoon Group?
The Rikoon Group contact info: Phone number: (505) 989-3581 Website: www.rikoongroup.com
What does The Rikoon Group do?

Santa Fe Financial, Estate & Retirement Planning offers a comprehensive range of financial services including financial planning, investment management, and estate strategies. Their tailored approach is designed to serve a diverse clientele, including families, women, business owners, professionals, and retirees. The firm emphasizes local knowledge... and in-house expertise to provide quality advice and innovative solutions. With a focus on teamwork and continuous growth, they aim to deliver financial clarity and support to clients across the nation.Read More

What are The Rikoon Group social media links?
The Rikoon Group Linkedin page
Is The Rikoon Group a public company?
The Rikoon Group is private company therefore does not currently have an official ticker symbol
See more information about The Rikoon Group

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