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Overview

Services

Advisor Services

  • Financial Planning

  • Other
    • -Selection of Other Advisors

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Rikoon Carret Wealth Management Group, LLC 12 years, 2 months Jun 2004 - Present
Are You
Jeffrey Wayne Sand?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Jeffrey Sand

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 1, 2015
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Sep 23, 2014
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

The Rikoon Group, LLC

Last updated on June 21, 2016
    • $459.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $455.9K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Services With Advisory Clients In Certain Private Investments
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