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Raskin Global
Raskin Global is an SEC-registered investment adviser in Phoenix, MD. The firm manages approximately $18 million in regulatory assets. It has 3 employees and 3...
Raskin Global
Raskin Global is an SEC-registered investment adviser in Phoenix, MD. The firm manages approximately $18 million in regulatory assets. It has 3 employees and 3 investment advisers.
General information
Firm type
Private Equity
Year founded
2011
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Phoenix
Corporate office
3312 Papermill Road, Suite 202, Phoenix, MD 21131, United States
Additional offices
Hypoluxo, FL, United States
Principals
Leonard Raskin
Principal
Keith Raskin
Principal
Sector focus
Frequently asked questions
Who runs Raskin Global?
Raskin Global is led by principals Leonard Raskin and Keith Raskin. They are the primary contacts for introductory meetings and oversee the firm’s financial planning and advisory operations.
What services does Raskin Global provide?
The firm offers fee-based financial planning that integrates asset management, insurance and protection analysis, tax planning, and business advisory board creation. Strategies are designed to protect assets, manage investments, and facilitate wealth transfer.
Does Raskin Global operate as a single-family office?
No. Raskin Global is a financial planning and investment advisory firm that serves multiple business owners, professionals, and executives — it is not structured as a single-family office.
Where do Raskin Global's clients come from?
Raskin Global serves clients in Maryland, Washington, D.C., and 23 other states, with a main office in Phoenix, Maryland, and a branch in Hypoluxo, Florida.
What investment philosophy does Raskin Global follow?
The firm states it uses academically sound investment strategies. It packages these with insurance products and tax planning to form a unified wealth-management approach for business owners and professionals.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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