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Raskin Global Inc.

Updated today

Client assets under management

$18,487,520

Clients

38

21% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

10

Very Low

Average account size

$486,514

About

Raskin Global Inc. provides discretionary asset management and financial consulting to individuals, high‑net‑worth clients, trusts, estates and business entities. The firm delivers managed‑account services through third‑party program providers (including SEI), acts as a co‑advisor in third‑party platform relationships, and offers project‑based and subscription‑based consulting and business‑planning services.

The firm manages client portfolios principally on a discretionary basis using SEI programs and a third‑party platform for “held‑away” retirement participant accounts, with quarterly reviews and rebalancing as warranted. The brochure discloses that premium consulting tiers include “Leverage Strategies” and notes use of borrowing in separately managed accounts, and the firm refers clients to and monitors third‑party managers it selects.

Notable distinctions include a relatively small client base and assets under management (38 clients and roughly $18.5 million AUM), no account minimum, and a broad consulting menu that ranges from one‑time projects to high‑level business planning subscriptions. The firm’s principal also conducts related insurance and business services through an affiliated entity and the firm receives referral fees from third‑party managers, matters the brochure identifies as potential conflicts of interest.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Retirement income strategy Charitable giving & philanthropy Long-term care insurance Disability insurance

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Project-based one-time financial consulting fees between $2,500 and $50,000

Percentage

$0 - $1,000,000: 1.25% annually $1,000,000.01 - $4,000,000: 0.99% annually $4,000,000.01 - $25,000,000: 0.75% annually $25,000,000.01+: 0.50% annually

Commissions

Insurance product commissions paid to Mr. Raskin as licensed insurance agent through related entity

Subscriptions

Ongoing financial consulting subscription monthly fees as detailed above

Other

Minimum fee: AssetMark minimum annual fee of $60 per investment account Fee-only: Financial consulting fees: project-based flat fee $2,500–$50,000; ongoing subscription monthly fees Year 1 Basic $250-$498, Standard $499-$1,249, Premium $1,250-$5,000, Business Planning $2,000-$10,000; after Year 1 fees 50% of first year monthly fee per month

Main office location

Raskin Global Inc.

3312 Papermill Road, Suite 202

Phoenix MD 21131, United States

Number of offices

2

Most active in

Delaware · Florida · Louisiana · Maryland · Pennsylvania · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kelly D

Series 63, Series 65

Phoenix, MD

Raskin Global Inc.

Kelly Dunston is a financial advisor at Raskin Global Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Guardian Life Insurance Company and Park Avenue Securities LLC. Dunston is also licensed as an insurance agent, selling life, disability, long-term care, and health insurance. Raskin Global Inc., founded in 2021, serves individuals, high-net-worth clients, trusts, estates, and business entities through discretionary asset management, co-advisory roles, and financial consulting. The firm employs a tailored investment approach that includes fundamental analysis, SEI asset allocation models, and selected third-party manager strategies, with an emphasis on leverage strategies and held-away account rebalancing.

Retirement income strategy Charitable giving & philanthropy Long-term care insurance Disability insurance Executive Founder/Business Owner
user avatar

Gabriela M

CFP®, Series 66

Phoenix, MD

Raskin Global Inc.

Gabriela Miutescu is a CFP® and holds a Series 66 license with three years of industry experience. She is currently with Raskin Global Inc., where she has worked since 2025, following prior roles at Raymond James Financial Services and Long Financial Services. Gabriela serves as a board member of the Greater Chesapeake Foundation, a charitable organization based in Baltimore. Raskin Global Inc. serves individuals, high-net-worth clients, trusts, estates, and business entities with discretionary asset management, co-advisory roles, third-party manager referrals, and subscription-based financial consulting. The firm employs a tailored investment process that includes the use of leverage strategies and held-away account rebalancing, focusing on concentrated, hands-on client relationships.

Retirement income strategy Charitable giving & philanthropy Long-term care insurance Disability insurance Executive Founder/Business Owner
user avatar

Leonard R

CFP®, ChFC®, Series 63, Series 65

Phoenix, MD

Raskin Global Inc.

Leonard Raskin is a CFP® and ChFC® with 38 years of industry experience. He is principal of Raskin Global Inc. and has worked at Primerica Advisors and Guardian Life Insurance Company. He is also a member and investor in the software company Currence. Raskin Global Inc. serves individuals, high-net-worth clients, trusts, estates, and business entities with discretionary asset management, co-advisory services, financial consulting, and held-away account management. The firm uses tailored investment strategies that include fundamental analysis, SEI asset allocation models, and leverage strategies, operating through SEI, Matson Money, and third-party managers.

Retirement income strategy Charitable giving & philanthropy Long-term care insurance Disability insurance Executive Founder/Business Owner
user avatar

Keith S

CFP®, Series 65

Hypoluxo, FL

Raskin Global Inc.

Keith Stacy is a CFP® with five years of industry experience, currently serving as an advisor at Raskin Global Inc. He has worked at Raskin Global and SmartPlan Investing and has prior experience at Florida Atlantic University and Demeter Research. Stacy is also involved in insurance planning through Raskin Global, LLC. Raskin Global Inc. serves individuals, high-net-worth clients, trusts, estates, and business entities, offering discretionary asset management, co-advisory services, and a range of financial consulting options. The firm employs a tailored investment process that incorporates fundamental analysis, SEI asset allocation models, and selected third-party manager strategies, with a focus on portfolio rebalancing and quarterly reviews.

Retirement income strategy Charitable giving & philanthropy Long-term care insurance Disability insurance Executive Founder/Business Owner
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