Raymond James said client assets under administration stood at $1,590.0 billion as of January 31, 2025, up 15% from January 31, 2024 and 2% from December 31, 2024.

1. 01

   Raymond James said client assets under administration stood at $1,590.0 billion as of January 31, 2025, up 15% from January 31, 2024 and 2% from December 31, 2024.

2. 02

   The company said Private Client Group assets under administration were $1,524.7 billion as of January 31, 2025, of which assets in fee-based accounts were $898.4 billion. It said the figures were up 16% and 20%, respectively, from January 31, 2024.

3. 03

   Raymond James said clients’ domestic cash sweep and Enhanced Savings Program balances were $57.3 billion as of January 31, 2025, flat from the prior-year period and down 4% from December 31, 2024. The company attributed the decline from the preceding month to quarterly fee billings and client reinvestment activity.

4. 04

   Bank loans, net, were $47.5 billion as of January 31, 2025, up 8% from January 31, 2024 and 1% from December 31, 2024. The company said the growth reflects continued growth in securities-based loans.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.