Richard James & Associates, Inc.
Firm details
- Headquarters
- Syosset, New York
- CRD number
- 169131
- Registered since
- July 8, 2014
- Website
- www.richardjamescpa.com
Firm profile
FINTRXOverview
Richard James & Associates, Inc. is organized as a corporate advisory entity with domestic and individual ownership. Publicly available snapshot data classifies the firm as unclassified and provides limited detail about its business lines or client segments. The record indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser to another registered manager. The firm has not provided information about its advisory activities or affiliations in the source material, so its target client profiles, service offerings and investment process are not available for review.
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
Location
Syosset, NY
Nassau
Location
Syosset, NY
Headquartered in Syosset, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 2 Roosevelt Ave
- Time zone
- ET (UTC-5)
- Office locations
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