RAMSAY STATTMAN VELA & PRICE INC

2 N. Cascade Ave., Ste 810
Colorado Springs, Colorado 80903
Tel: 719-473-6925

About RAMSAY STATTMAN VELA & PRICE INC

RAMSAY STATTMAN VELA & PRICE INC, formally registered with the SEC as RAMSAY STATTMAN VELA & PRICE INC. The firm was established in 05/25/1976. They have over 2 offices throughout the country.

RAMSAY STATTMAN VELA & PRICE INC is a Colorado Springs, Colorado based Financial Planning firm with nearly $764,597,670 assets under management, offering retirement planning & investment advisory services to 390 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105156
SEC#	801-11769
Assets Managed by Firm	$764,597,670
No. of Clients	390
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	390	$764,597,670
Individuals (other than high net worth individuals)	143	$44,336,350
High net worth individuals	230	$608,840,384
Charitable organizations	17	$111,420,936

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