Frank Ramson, LLC

RIAState Registered
Total AUM
$31.1M
Discretionary
$31.1M
100% of AUM
Avg account
$973K
Accounts
32
Advisory reps
1

Firm details

Headquarters
,
CRD number
149337
Fee structure
Percentage of AUM
Client types
  • HNWI99.43%
  • Individuals0.57%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Frank Ramson, LLC is an independent registered investment adviser organized as a limited liability company and headquartered in New Jersey. The firm focuses on portfolio management for individuals and small businesses and serves a client base made up primarily of individual and family relationships. It charges fees as a percentage of assets under management and operates as a domestic entity rather than as a capital allocator or pension consultant. The adviser reports it is not an active ESG investor and is not structured as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Cash & Cash Equivalents 12%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents12%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth