The Rikoon Group logo — Multi-faceted investment advisory firm providing long-term f...

The Rikoon Group

Multi-faceted investment advisory firm providing long-term financial strategies.

Founded 1982 United States Santa Fe, United States 6 employees Financial Services, Prop Tech +1

General Information

Company Name The Rikoon Group
Founded Year 1982
Location United States Santa Fe, United States +1
Employees 6
Industries Financial Services, Prop Tech, Real Estate
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About The Rikoon Group

The Rikoon Group (TRG) is a Santa Fe-based investment advisory practice founded in 1987, offering long-term financial strategies for various entities including individuals, families, retirees, and charitable organizations. Operating as a fiduciary, TRG prioritizes clients' best interests and emphasizes open communication and collaboration in creating personalized financial plans. The firm's dedication to considering clients' values when executing investment strategies reflects its commitment to customizing approaches to meet specialized needs and goals. Moreover, TRG operates as part of Hightower Advisors, LLC, an SEC-registered investment adviser offering securities through Hightower Securities, LLC, Member FINRA/SIPC. TRG’s multi-faceted approach to investment advisory, alongside its emphasis on personalized strategies and client collaboration, positions it in the Financial Services, Prop Tech, and Real Estate industries. The firm’s longevity since 1987 demonstrates its expertise, while its collaborative team efforts aim to provide sustainable support for clients and their families across generations. However, there is no available information on the company’s headquarter location or its latest investment round and associated investors.

Taxonomy: investment advisory, financial planning, fiduciary services, retirement planning, portfolio management, investment strategies, financial advising, financial consulting, family wealth planning

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FAQ About The Rikoon Group

Multi-faceted investment advisory firm providing long-term financial strategies.
The Rikoon Group was founded in 1982.
The Rikoon Group is headquartered in Santa Fe, United States.
The Rikoon Group operates in the following industries: Financial Services, Prop Tech, Real Estate.
The Rikoon Group has approximately 6 employees.
Top alternatives and competitors to The Rikoon Group include Frontier Investment Management Company, Vigilant Wealth Management, Argent Wealth Management, LLC, Fairport Wealth, Carson Wealth-The Shobe Financial Group. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
The Rikoon Group and Frontier Investment Management Company are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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