RAYMOND JAMES INVESTMENT COUNSEL LTD.
Latest filing: Dec 22, 2023 (683 days ago)
AUM
$27,701,100
-97% change vs. 1 year ago
-96% change vs. 3 years ago
-76% change vs. 5 years ago
-83% change vs. 10 years ago
Employee Count
16
0% change vs. 1 year ago
78% change vs. 3 years ago
300% change vs. 5 years ago
100% change vs. 10 years ago
Main Office
VANCOUVER, BRITISH COLUMBIA,
925 W. GEORGIA ST., VANCOUVER, BRITISH COLUMBIA, , CANADA, V6C3L2
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $0.0 |
| Total | $0.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 27 | $0.0 |
| Average Individual AUM | $255,720 | |
| HNW | 17 | $0.0 |
| Average HNW AUM | $727,222 | |
| Retail Total | 44 | $0.0 |
| Average Retail AUM | $437,891 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| RAYMOND JAMES LTD. | VANCOUVER--CAN | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 84% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 6% | $0.0 |
| IG Credit | 4% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 2% | $0.0 |
| Other | 3% | $0.0 |
| Total | 99% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | $433.8 | broker-dealer | 705 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | $344.9 | broker-dealer | 149018 |
| EAGLE ASSET MANAGEMENT INC | $58.5 | 110653 | |
| SCOUT INVESTMENTS, INC. | $33.0 | 111787 | |
| CARILLON TOWER ADVISERS, INC. | $16.4 | 174904 | |
| CLARIVEST ASSET MANAGEMENT LLC | $2.5 | 139785 | |
| RAYMOND JAMES (USA) LTD | $1.5 | broker-dealer | 25853 |
| COUGAR GLOBAL INVESTMENTS LIMITED | $1.5 | 109439 | |
| RAYMOND JAMES INVESTMENT SERVICES LTD. | $0.0 | broker-dealer | - |
| RAYMOND JAMES CORPORATE FINANCE GMBH | $0.0 | broker-dealer | - |
| RAYMOND JAMES FINANCIAL PLANNING | $0.0 | - | |
| CEBILE CAPITAL LLP | $0.0 | broker-dealer | - |
| RAYMOND JAMES EURO EQUITIES SAS | $0.0 | broker-dealer | - |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | $0.0 | broker-dealer | 6694 |
| RAYMOND JAMES TRUST (CANADA) | $0.0 | trust company | - |
| RAYMOND JAMES FINANCIAL INTERNATIONAL, LTD | $0.0 | broker-dealer | - |
| EB MANAGEMENT LLC | $0.0 | - | |
| CARILLON FUND DISTRIBUTORS, INC. | $0.0 | broker-dealer | 139749 |
| RAYMOND JAMES GLOBAL SECURITIES LTD | $0.0 | broker-dealer | - |
| RAYMOND JAMES LTD. | $0.0 | broker-dealer | - |
| RAYMOND JAMES ASSET MANAGEMENT INTERNATIONAL S.A. | $0.0 | - | |
| CEBILE CAPITAL LLC | $0.0 | broker-dealer | 292240 |
| RAYMOND JAMES TRUST, N.A | $0.0 | trust company | - |
| RAYMOND JAMES TRUST QUEBEC | $0.0 | trust company | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
| No control persons found |
ADVDB.CO • SOURCE: SEC
Representatives
3 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| LOUIS GERVAIS | VANCOUVER, BRITISH COLUMBIA | CHARTERED FINANCIAL ANALYST | |||||||
| CORINNE SAUVE-BOULE | VANCOUVER, BRITISH COLUMBIA | CHARTERED FINANCIAL ANALYST | |||||||
| CHRISTOPHER BLUMAS | VANCOUVER, BRITISH COLUMBIA | CHARTERED FINANCIAL ANALYST | |||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA-09/21/2005 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT MANAGER SELECTION NEWSLETTERS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV