Raymond James issues data

Raymond James Financial gave investors a small window to observe the company's most recent financial performance this week.

In a company release, CEO Paul Reilly pointed to stability in the company's loan balances, despite volatility in equity markets over the course of the month. “After 17 months of declines, Raymond James Bank loan balances held steady at $6.1 billion,” Reilly said.

But the prospect of getting that total to grow again remains a challenge: “Our objective to grow our loan portfolio without sacrificing credit quality remains difficult given the highly competitive market for high quality loans,” he added.

Raymond James had $234.6 billion in customer assets under management at the end of May — up significantly from $193.8 billion in May 2009. Still, the most recent figure was down slightly from April's $246.2 billion.

Raymond James Financial (symbol: RJF) is a holding company for three wholly owned brokerage subsidiaries that serve approximately 1.9 million customer accounts.