Frank Ramson, LLC

RIASEC 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 operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm does not engage in capital allocation or serve as a pension consultant, positioning itself instead as a straightforward advisory entity. Frank Ramson, LLC does not actively pursue ESG investments, which may appeal to clients who prioritize traditional investment strategies. As a domestic entity, the firm maintains a clear focus on managing assets for a select client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

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

Contacts

1 of 1
  • Frank Ramson

    Frank Ramson

    Investment Adviser RepresentativeCRD 4556972

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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