R & R James, Inc.

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
Advisory reps
2

Firm details

Headquarters
Somerville, Massachusetts
CRD number
139063
Fee structure
Other

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Raymond James

    TreasurerCRD 5096814

  • Richard James

    PresidentCRD 5096824

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth