The Rikoon Group
Financial Services
Santa Fe, New Mexico, United States
6 employees
- Employees
- 6
- Contacts
- 2
- Emails
- 2
- Phones
- 1
The Rikoon Group Overview
- Headquarters
- Santa Fe, New Mexico, United States
- Phone Number
- Available in AeroLeads
- Website
- rikoongroup.com
- Industry
- Financial Services
- Employees
- 6
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About The Rikoon Group
The Rikoon Group (TRG) is an investment advisory practice in Santa Fe, New Mexico, providing long-term financial strategies for individuals, families, retirees, business owners and charitable organizations. Founded in 1987, our advisory business has continually designed a custom approach for clients because everyone has specialized needs and goals. As a fiduciary, TRG puts clientsʼ best interests first. We communicate openly and collaborate frequently while creating and implementing personalized financial plans, keeping your values top of mind when executing an investment strategy. We work as a unified team and our collective experience helps us support our clients and their families for generations to come. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC
The Rikoon Group Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
The Rikoon Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Kyle Burns, Cfp® | President at the Rikoon Group |
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| Keren James | Lead Financial Advisor at the Rikoon Group | Albuquerque-santa Fe Metropolitan Area, United States |
Email
Phone
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| Contessa Archuleta | Financial Advisor Providing Retirement and Investment Planning Services | Santa Fe, New Mexico, United States |
Email
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| Bonita Gurule | Client Services Associate at the Rikoon Group | Albuquerque-santa Fe Metropolitan Area, United States |
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Employees by Management Level
Executive
1 profile
Senior / Lead
1 profile
Individual contributor
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 0 |
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