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Rjr Associates Inc (Syracuse)


Rjr Associates Inc is a large advisory firm based in Syracuse. It manages $420 million of regulatory assets for 28 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of New York and Virginia.

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Rjr Associates provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rjr Associates: assets under management

The assets under management (AUM) of Rjr Associates Inc is $420 million. The firm's AUM has grown by 90% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $310.8 million in discretionary accounts and $109.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.43 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $36.4 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rjr Associates Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Syracuse

The principal office where Rjr Associates Inc performs its advisory services is located at 101 South Salina St, Syracuse, NY 13202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 315-476-8200 or by fax 315-476-8208. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at rjrassociates.net.


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