Investment adviser · CRD 128324

RAYMOND JAMES INVESTMENT COUNSEL LTD.

Investment adviser filing (IA)

VANCOUVER, BRITISH COLUMBIA, Canada · Form ADV filed Dec 22, 2023

Regulatory AUM
$27.7M
Form ADV · Item 5.F
Client accounts
100
Accounts, not individual clients
Employees
16
Reported in this filing
Advisory professionals
13
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals17$12,362,77044.6%
Charities2$8,433,88330.4%
Individuals27$6,904,44724.9%
Filing source

Form ADV 1804428 · Dec 22, 2023 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Dec 22, 2023. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Fixed

Principal office

925 W. GEORGIA ST., SUITE 2100
VANCOUVER, BRITISH COLUMBIA, V6C3L2, Canada

CRD 128324

Filing source

Form ADV 1804428 · Dec 22, 2023 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.