Overview
Assets Under Management: $256 million
Headquarters: BROOKFIELD, WI
High-Net-Worth Clients: 61
Average Client Assets: $2 million
Frequently Asked Questions
RAMIAH INVESTMENT GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130919), RAMIAH INVESTMENT GROUP, INC. is subject to fiduciary duty under federal law.
RAMIAH INVESTMENT GROUP, INC. is headquartered in BROOKFIELD, WI.
RAMIAH INVESTMENT GROUP, INC. serves 61 high-net-worth clients according to their SEC filing dated May 01, 2025. View client details ↓
According to their SEC Form ADV, RAMIAH INVESTMENT GROUP, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
RAMIAH INVESTMENT GROUP, INC. manages $256 million in client assets according to their SEC filing dated May 01, 2025.
According to their SEC Form ADV, RAMIAH INVESTMENT GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.01
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,419
Discretionary Accounts: 924
Non-Discretionary Accounts: 495
Regulatory Filings
CRD Number: 130919
Filing ID: 1985419
Last Filing Date: 2025-05-01 08:36:00
Website: https://brookcapital.com