Richard James & Associates, Inc.

Overview

Richard James & Associates, Inc. is organized as a corporation and is SEC-registered (registration listed in 2014). The firm’s ownership is recorded as a combination of a domestic entity and an individual. The dataset classifies the adviser as unclassified, and it reports that the firm does not act as a capital allocator, is not an active ESG investor, and is not operating as a multi-state or newly formed adviser. The firm also does not report pension consulting services or related-adviser relationships in the available record. The dataset provides no further detail about investment mandates, client segments, fee models, or advisory activities.

Assets & Accounts

Location & Offices