Overview
Assets Under Management: $106 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 61
Average Client Assets: $0.9 million
Frequently Asked Questions
RYAN FINANCIAL 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 #174382), RYAN FINANCIAL INC. is subject to fiduciary duty under federal law.
RYAN FINANCIAL INC. is headquartered in DENVER, CO.
RYAN FINANCIAL INC. serves 61 high-net-worth clients according to their SEC filing dated November 19, 2018. View client details ↓
According to their SEC Form ADV, RYAN FINANCIAL INC. offers financial planning and portfolio management for individuals. View all service details ↓
RYAN FINANCIAL INC. manages $106 million in client assets according to their SEC filing dated November 19, 2018.
According to their SEC Form ADV, RYAN FINANCIAL INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.69%
Average Client Assets: $0.9 million
Total Client Accounts: 490
Discretionary Accounts: 490
Regulatory Filings
CRD Number: 174382
Filing ID: 1252521
Last Filing Date: 2018-11-19 13:10:00