# Rikoon Group

Rikoon Group is a Bank / Wealth / Trust based in Santa Fe, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Santa Fe, United States
- **Region:** North America
- **Address:** Santa Fe, NM, United States
- **Assets under management:** Undisclosed
- **Website:** rikoongroup.com
- **LinkedIn:** linkedin.com/company/rikoon-group-llc

## Regulatory record

- **Reports private funds:** No

## About

Rikoon Group is a wealth manager based in Santa Fe, New Mexico. It manages approximately $900 million in assets primarily for North American clients.

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/rikoon-group

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