A complete list of active advisors currently associated with Raskin Global Inc.
Warmer can help you find a great advisor at Raskin Global Inc. or one who fits your needs even better.
Raskin Global Inc. provides discretionary asset management and financial consulting to individuals, high‑net‑worth clients, trusts, estates and business entities. The firm delivers managed‑account services through third‑party program providers (including SEI), acts as a co‑advisor in third‑party platform relationships, and offers project‑based and subscription‑based consulting and business‑planning services. The firm manages client portfolios principally on a discretionary basis using SEI programs and a third‑party platform for “held‑away” retirement participant accounts, with quarterly reviews and rebalancing as warranted. The brochure discloses that premium consulting tiers include “Leverage Strategies” and notes use of borrowing in separately managed accounts, and the firm refers clients to and monitors third‑party managers it selects. Notable distinctions include a relatively small client base and assets under management (38 clients and roughly $18.5 million AUM), no account minimum, and a broad consulting menu that ranges from one‑time projects to high‑level business planning subscriptions. The firm’s principal also conducts related insurance and business services through an affiliated entity and the firm receives referral fees from third‑party managers, matters the brochure identifies as potential conflicts of interest.
To learn more about the advisors currently working at Raskin Global Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Phoenix, MD
| 23
| |
Phoenix, MD
| 3
| |
Phoenix, MD
| 38
| |
Hypoluxo, FL
| 5
|
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