Overview
Assets Under Management: $1.9 billion
Headquarters: HARTFORD, CT
High-Net-Worth Clients: 39
Average Client Assets: $2.8 million
Frequently Asked Questions
RAMPART INVESTMENT MANAGEMENT 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 #165089), RAMPART INVESTMENT MANAGEMENT is subject to fiduciary duty under federal law.
RAMPART INVESTMENT MANAGEMENT is headquartered in HARTFORD, CT.
RAMPART INVESTMENT MANAGEMENT serves 39 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, RAMPART INVESTMENT MANAGEMENT offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
RAMPART INVESTMENT MANAGEMENT manages $1.9 billion in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, RAMPART INVESTMENT MANAGEMENT serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.68%
Average Client Assets: $2.8 million
Total Client Accounts: 176
Discretionary Accounts: 176
Regulatory Filings
CRD Number: 165089
Filing ID: 1169534
Last Filing Date: 2018-03-29 13:15:00