Overview
Assets Under Management: $765 million
Headquarters: COLORADO SPRINGS, CO
High-Net-Worth Clients: 230
Average Client Assets: $3 million
Frequently Asked Questions
RAMSAY STATTMAN VELA & PRICE 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 #105156), RAMSAY STATTMAN VELA & PRICE INC is subject to fiduciary duty under federal law.
RAMSAY STATTMAN VELA & PRICE INC is headquartered in COLORADO SPRINGS, CO.
RAMSAY STATTMAN VELA & PRICE INC serves 230 high-net-worth clients according to their SEC filing dated February 04, 2025. View client details ↓
According to their SEC Form ADV, RAMSAY STATTMAN VELA & PRICE INC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
RAMSAY STATTMAN VELA & PRICE INC manages $765 million in client assets according to their SEC filing dated February 04, 2025.
According to their SEC Form ADV, RAMSAY STATTMAN VELA & PRICE INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 230
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.63
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 390
Discretionary Accounts: 387
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 105156
Last Filing Date: 2025-02-04 00:00:00
Website: https://rsvp-invest.com