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RANSOM ADVISORY
326 Taber Ave
Providence, Rhode Island 02906
Tel: (401) 601-0185
About RANSOM ADVISORY
RANSOM ADVISORY, formally registered with the SEC as RANSOM ADVISORY. The firm was established in 03/10/2022. They have over 2 offices throughout the country.
RANSOM ADVISORY is a Providence, Rhode Island based Financial Planning firm with nearly $265,484,625 assets under management, offering retirement planning & investment advisory services to 267 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 318747 |
| SEC# | 801-123386 |
| Assets Managed by Firm | $265,484,625 |
| No. of Clients | 267 |
| No. of Advisors | 1 |
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 | 267 | $265,484,625 |
| Individuals (other than high net worth individuals) | 72 | $28,612,734 |
| High net worth individuals | 68 | $216,137,318 |
| Pension and profit sharing plans | 2 | $4,389,448 |
| Charitable organizations | 5 | $16,345,125 |
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