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Home > Retirement Planners > florida > sarasota > RANCH CAPITAL ADVISORS INC.
RANCH CAPITAL ADVISORS INC.
4910 Lakewood Ranch Blvd
#130
Sarasota, Florida 34240
Tel: (941) 462-2666
About RANCH CAPITAL ADVISORS INC.
RANCH CAPITAL ADVISORS INC, formally registered with the SEC as RANCH CAPITAL ADVISORS INC. The firm was established in 03/29/2019. They have over 2 offices throughout the country.
RANCH CAPITAL ADVISORS INC. is a Sarasota, Florida based Financial Planning firm with nearly $277,862,049 assets under management, offering retirement planning & investment advisory services to 1043 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 300966 |
| SEC# | 801-114909 |
| Assets Managed by Firm | $277,862,049 |
| No. of Clients | 1043 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (FINANCIAL COACHING SERVICE)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (ADVISORY CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1043 | $277,862,049 |
| Individuals (other than high net worth individuals) | 284 | $62,213,812 |
| High net worth individuals | 112 | $215,648,237 |
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