Raskin Global Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Raskin Global Inc. provides discretionary investment management and financial planning to individuals, including high‑net‑worth clients, as well as trusts, estates and business entities. Offerings include portfolio management through SEI-managed programs, co‑advisor and third‑party manager referrals, held‑away account oversight, subscription financial consulting, and multi‑tier divorce financial analysis services.
The firm typically manages accounts on a discretionary basis, implements SEI asset allocation models and monitors third‑party managers, with at least quarterly reviews and rebalancing. Raskin Global discloses and offers leverage strategies — including the use of borrowing within separately managed accounts and leverage guidance in its premium planning — and identifies related risks in its disclosures.
As a small supported advisory practice (about three advisors, roughly 30 clients and roughly $31 million in discretionary AUM), the firm combines traditional asset management with a broad menu of consulting and litigation‑support services that are not common among peers. Firm management also conducts other financial businesses and maintains referral and fee‑sharing relationships (including insurance sales, 1031 referrals, software vendor referrals, TPM fee arrangements and compensation from certain banking programs), all of which are disclosed as potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Project-based one-time financial consulting fees range from $2,500 to $50,000. Divorce financial analysis Option B: $5,000; Option C: $10,000.
$0 - $1,000,000: 1.25% $1,000,000.01 - $4,000,000: 0.99% $4,000,000.01 - $25,000,000: 0.75% $25,000,000.01+: 0.50%
Insurance products commissions received by affiliated insurance agents.
Divorce financial consulting Option A: $225/hour; other special services range up to $500/hour.
Ongoing financial consulting fixed monthly fees by subscription level (Basic, Standard, Premium, Business Planning), billed monthly in advance.
Minimum fee: AssetMark charges a minimum annual fee of $60 per investment account. Fee-only: Ongoing Financial consulting: Basic $250-$498/month; Standard $499-$1,249/month; Premium $1,250-$5,000/month; Business Planning $2,000-$10,000/month. Fees are negotiable and billed monthly in advance. Project-based financial consulting flat fee between $2,500 and $50,000. Divorce financial services: Option A $225/hour; Option B $5,000 flat fee; Option C $10,000 flat fee.
Main office
See office3312 Papermill Road, Suite 202
Phoenix MD 21131
Advisors at this office
2
Offices (2)
Most active in
California · Delaware · Florida · Louisiana · Maryland · Pennsylvania · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Kelly D
Series 63, Series 65
National City, CA
Raskin Global Inc.
Kelly Dunston is a financial advisor at Raskin Global Inc. with 24 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Guardian Life Insurance Company for nearly two decades. In addition to his advisory role, he is also licensed to sell life, disability, long-term care, and health insurance. Raskin Global Inc. provides discretionary investment management and financial planning for individuals, including high-net-worth clients, trusts, estates, and business entities. The firm combines traditional asset management with consulting and litigation-support services, managing accounts on a discretionary basis and utilizing SEI asset allocation models and third-party manager oversight.
Gabriela M
CFP®, Series 66
Phoenix, MD
Raskin Global Inc.
Gabriela Miutescu is a CFP® professional with four years of industry experience, currently serving as an advisor at Raskin Global Inc. Prior to joining Raskin Global in 2025, she worked at Raymond James Financial Services and Long Financial Services. She serves as a board member of the Greater Chesapeake Foundation, a charitable organization. Raskin Global Inc. provides discretionary investment management and financial planning to individuals, trusts, estates, and business entities, combining traditional asset management with consulting and litigation-support services. The firm employs SEI asset allocation models and offers a range of portfolio management and financial consulting solutions tailored to its clients.
Leonard R
CFP®, ChFC®, Series 63, Series 65
Phoenix, MD
Raskin Global Inc.
Leonard Raskin is a CFP® and ChFC® with 39 years of industry experience. He is currently with Raskin Global Inc. and has prior experience at Guardian Life spanning 30 years. He is also a member and investor in a software system company called Currence. Raskin Global Inc. provides discretionary investment management and financial planning to individuals, trusts, estates, and business entities. The firm offers portfolio management through SEI-managed programs, co-advisor and third-party manager referrals, and a range of consulting and litigation-support services.
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