RAM and Oak Investment Partners, LLC
Firm details
- Headquarters
- Dayton, Ohio
- CRD number
- 340401
- Website
- www.ramandoak.com
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
RAM and Oak Investment Partners, LLC is an Ohio-registered limited liability company that provides financial planning and portfolio management services aimed at individuals and small businesses. The firm is owned by an individual and operates on a fee model that charges a percentage of assets under management. It is categorized as unclassified in the source data and the record indicates the adviser is not a multi-state adviser, not newly formed, and does not serve as a pension consultant or related adviser.
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
Owners & executives
1 of 1Ian Bartram
Chief Operating OfficerCRD 8214892
Contacts
1 of 1
Kevin Oconnor
FounderCRD 6799405
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dayton, OH
Montgomery
Location
Dayton, OH
Headquartered in Dayton, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.
- Metro area
- Dayton-Springfield-Kettering, OH
- Region
- Midwest
- County
- Montgomery
- Address
- 70 Birch Aly
- Time zone
- ET (UTC-5)
- Office locations
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