The Rikoon Group LLC
Legal Name: THE RIKOON GROUP, LLC
Other Info
The Rikoon Group, LLC is a Delaware-based Limited Liability Company with 7 employees, 5 of whom work in advisory roles. While it is unclear how many clients the firm serves, their SEC status is currently listed as approved with a registration date of May 12, 2004.
Website
Website
Financial Advisors in Santa Fe, NM | Rikoon Group
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Direct Owners
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ROBERT ALLEN RIKOON
PRESIDENT,CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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SHANNON BULTEMEIER
CONTROLLER owns less than 5%
-
WT ACQUISITION, LLC
OWNER owns 75% or more
Indirect Owners
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THL EQUITY FUND VII INVESTORS (HT), LLC
ACQUIRE owns more than 50% but less than 75%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 6, 2019
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