Best-in-State · rank 98 · Scottsdale, Arizona · listed firm: Desert Financial Wealth Managment | Raymond James
Identity & firm
- Firm — Desert Financial Wealth Management | Raymond James (high)
- “Desert Financial Wealth Managment | Raymond James” — forbes_shook
- Parent company — Raymond James Financial (medium)
- “Desert Financial Wealth Managment | Raymond James” — forbes_shook
- Firm type — gap: not_found_after_search
- Team name — gap: not_found_after_search
- Team size — gap: not_found_after_search
- CRD — gap: not_found_after_search
- Years experience — gap: not_found_after_search
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 268 (high)
- “Team Assets (Custodied): $268M” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “Minimum account size for new business: $250K” — forbes_shook
- Typical client net worth ($M) — 2.5 (high)
- “Typical Net Worth of Relationships: $1-4M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — not_applicable (medium)
- “Desert Financial Wealth Managment | Raymond James” — forbes_shook
- Fee model — gap: not_found_after_search
Positioning & marketing
- Website url — gap: not_found_after_search
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — gap: not_found_after_search
- Social presence — gap: not_found_after_search
- Press awards — gap: not_found_after_search
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search