R & R James, Inc.
Firm details
- Headquarters
- Somerville, Massachusetts
- CRD number
- 139063
- Fee structure
- Other
Firm profile
FINTRXOverview
R & R James, Inc. is organized as a corporation and is classified in the dataset as an independent registered investment adviser. Ownership is listed as individual, and the firm's primary business activity is accounting. The firm's fee arrangement is recorded as "other." The record does not indicate involvement in ESG investing, multistate advisory activities, pension consulting, or that it functions as a capital allocator or related adviser. The SEC registration year is not provided. The available information suggests the firm operates at the intersection of accounting services and advisory activity rather than as a full-service wealth manager; however, explicit details about the scope of advisory services or client segments are not included in the data provided.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Raymond James
TreasurerCRD 5096814
Richard James
PresidentCRD 5096824
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Somerville, MA
Middlesex
Location
Somerville, MA
Headquartered in Somerville, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 401 Highland Ave
- Time zone
- ET (UTC-5)
- Office locations
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