RIA Intel›Advisers›THE RIKOON GROUP, LLC

THE RIKOON GROUP, LLC

Advisory

N·

Data as of Mar 22, 2024 · Source: SEC Form ADV

Total AUM

$72M

1-Year AUM Growth

-7.5%

3-Year CAGR

-48.0%

Employees

2

Assets Under Management

Total AUM$72M

Discretionary AUM$0

Non-Discretionary AUM$72M

Discretionary %0%

Total Clients194

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record60

First FilingApr 21, 2004

Latest FilingMar 22, 2024

🔒 Full AUM trend chart and 60 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on THE RIKOON GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.