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Rikoon Group
Rikoon Group is a bank / wealth / trust based in Santa Fe; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts...
Rikoon Group
Rikoon Group is a wealth manager based in Santa Fe, New Mexico. It manages approximately $900 million in assets primarily for North American clients.
General information
Firm type
Bank / Wealth / Trust
Location
Region
North America
Country
United States
City
Santa Fe
Corporate office
Santa Fe, NM, United States
Frequently asked questions
What is Rikoon Group's geographic focus?
While based in Santa Fe, the firm primarily serves families in New Mexico, Colorado, and Texas. Its location informs a client base that includes business owners and inheritors from the energy, real estate, and creative sectors concentrated in the Mountain West and Southwest regions.
Does Rikoon Group manage a proprietary fund of funds?
No. Rikoon Group does not operate a proprietary fund-of-funds or in-house investment vehicle. It functions as a fiduciary advisor, selecting third-party managers and providing consolidated performance reporting and tax optimization across the resulting multi-asset portfolios.
What is Rikoon Group's advisory model?
Rikoon Group operates exclusively as a fee-only registered investment advisor. It does not earn commissions, sell proprietary products, or maintain broker-dealer affiliations. This structure aligns the firm's compensation solely with client asset growth and retention, removing transactional conflicts from the advisory relationship.
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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