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 listed as an independent registered investment adviser with an individual owner. The firm's recorded primary business activity is accounting, and its fee structure is classified as "Other," which suggests nonstandard billing arrangements compared with typical AUM- or hourly-based models. Recorded firm attributes indicate it does not function as a capital allocator, it does not identify as an active ESG investor, and it does not operate as a multi-state adviser, pension consultant, or related adviser. The combination of an accountancy focus and the "independent RIA" designation implies the entity may provide bookkeeping, tax or financial reporting services alongside any advisory work, or that advisory activity is secondary to accounting. The available information does not list specific advisory product lines, target client segments, or investment philosophies.
Assets & Accounts
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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