RAM AND OAK INVESTMENT PARTNERS, LLC
Firm details
- Headquarters
- DAYTON, Ohio
- CRD number
- 340401
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
RAM And Oak Investment Partners, LLC operates as a limited liability company specializing in financial planning services and portfolio management for individuals and small businesses. The firm focuses on providing tailored investment strategies to meet the unique needs of its clients. While not classified as a capital allocator, RAM And Oak emphasizes a client-centric approach, ensuring that its advisory activities align with the financial goals of its clientele.
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
Owners & executives
1 of 1Ian Bartram
Chief Operating OfficerCRD 8214892
Contacts
1 of 1Kevin 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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