Raskin Global Inc.

RIASEC Registered

Total AUM

$30.8M

Discretionary

$30.8M

100% of AUM

Avg account

$1M

Accounts

30

Employees

3

Advisory reps

3

Firm details

Headquarters: Phoenix, Maryland
CRD number: 313300
Website: www.raskinglobal.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals66.39%
HNWI33.61%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Raskin Global Inc. is an independent, corporation-structured registered investment adviser that serves individual and family clients. The firm acts as a capital allocator, directing client capital to external managers where appropriate, and provides financial planning, portfolio management for individuals and small businesses, and manager selection services. Its fee arrangements are mixed and include percentage-of-AUM charges alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser. Raskin Global maintains an industry affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds72%
Exchange Traded Equities20%
Cash & Cash Equivalents8%

Owners & executives

1 of 1

Leonard Raskin
Owner & CEOCRD 1696689

Contacts

2 of 2

Kelly Dunston
VP of OperationsCRD 4533365
Gabriela Miutescu
Financial ProfessionalCRD 7415146

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Phoenix, MD

Baltimore

Location

Phoenix, MD

Headquartered in Phoenix, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Baltimore
Address: 3312 Paper Mill Rd
Time zone: ET (UTC-5)
Office locations

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