Overview
Assets Under Management: $404 million
Headquarters: YUBA CITY, CA
High-Net-Worth Clients: 124
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 124
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.80
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,636
Discretionary Accounts: 19
Non-Discretionary Accounts: 1,617
Regulatory Filings
CRD Number: 296851
Last Filing Date: 2024-03-27 00:00:00
Website: https://ryanwealth.com