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RYAN INVESTMENTS
22860 Two Rivers Road
Suite 200
Basalt, Colorado 81621
Tel: 970-429-1100
About RYAN INVESTMENTS
RYAN INVESTMENTS, formally registered with the SEC as RYAN INVESTMENTS. The firm was established in 03/14/2003. They have over 1 offices throughout the country.
RYAN INVESTMENTS is a Basalt, Colorado based Financial Planning firm with nearly $153,000,000 assets under management, offering retirement planning & investment advisory services to 134 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 115755 |
| SEC# | 801-60589 |
| Assets Managed by Firm | $153,000,000 |
| No. of Clients | 134 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 134 | $153,000,000 |
| Individuals (other than high net worth individuals) | 16 | $1,800,000 |
| High net worth individuals | 113 | $145,300,000 |
| Charitable organizations | 5 | $5,900,000 |
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