MT Ryan, Inc.
Firm details
- Headquarters
- San Clemente, California
- CRD number
- 168392
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Financial PlanningPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
MT Ryan, Inc. is a small, individually owned corporate advisory firm that serves an institutional client base. The firm combines advisory work with insurance brokerage services and publishes periodicals or newsletters as part of its activities. Advisory offerings listed include financial planning and pension consulting. MT Ryan bills through a mix of percentage-of-AUM fees, hourly charges, and fixed fees. The firm is not identified as an active ESG investor and is structured as a single-state operation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Cash & Cash Equivalents20%
- US Government Bonds10%
- Investment Grade Corp Bonds10%
Contacts
1 of 1
Michael Ryan
PresidentCRD 2220620
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Clemente, CA
Orange
Location
San Clemente, CA
Headquartered in San Clemente, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 3405 Del Presidente
- Time zone
- PT (UTC-8)
- Office locations
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