Marram Investment Management, LLC

RIASEC Registered
Total AUM
$48.2M
Discretionary
$48.2M
100% of AUM
Avg account
$698K
Accounts
69
Employees
1
Advisory reps
1

Firm details

Headquarters
Vancouver, Washington
CRD number
155821
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI34.7%
  • Individuals31.41%
  • Corporations / Businesses30.03%
  • Pension & Profit Sharing Plans3.86%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Marram Investment Management, LLC is an independent, owner-operated RIA organized as an LLC that focuses on discretionary portfolio management for individuals, families and small businesses. The firm charges a combination of percentage-of-AUM and performance-based fees, and it does not report activities as a capital allocator, pension consultant, or multi-state adviser. ESG is not identified as an active investment focus. Client types include both individual & family and institutional relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 65%, US Government Bonds 15%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 10%65%
  • Exchange Traded Equities65%
  • US Government Bonds15%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • Vivian Chen

    Portfolio ManagerCRD 4677159

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Vancouver, WA

Clark

Location

Vancouver, WA

Headquartered in Vancouver, WA, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Clark
Address
1220 Main St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth