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Home > Retirement Planners > colorado > colorado springs > RAMSAY STATTMAN VELA & PRICE INC
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 $676,249,697 assets under management, offering retirement planning & investment advisory services to 348 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 105156 |
| SEC# | 801-11769 |
| Assets Managed by Firm | $676,249,697 |
| No. of Clients | 348 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
- Hourly charges
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 348 | $676,249,697 |
| Individuals (other than high net worth individuals) | 137 | $46,362,690 |
| High net worth individuals | 195 | $527,350,594 |
| Charitable organizations | 16 | $102,536,413 |
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