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
Location
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
Similar firms
Westminster Financial Advisory Corp
RIADayton, OH
Dover Partners Inc
RIADayton, OH
The Davenport Financial Group, Inc.
RIADayton, OH
Mccollum Investment Advisors
RIADayton, OH
Beacon Capital Management, Inc.
RIADayton, OH
Ehmli Investment Advisors LLC
RIADayton, OH