Ratson Advisory LLC

RIASEC RegisteredEst. 2024

Total AUM

$2.4B

Discretionary

0% of AUM

Avg account

$88.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 330091
Registered since: March 22, 2024
Custodians: THE BANK OF NEW YORK MELLON, CITI PRIVATE BANK
Fee structure: Percentage of AUM, Fixed Fees
Client types: Banking / Thrift Institutions93.6%
Pooled Investment Vehicles6.25%
HNWI0.15%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ratson Advisory LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2024. The firm is owned by an individual and serves institutional clients while offering portfolio management across several client types: individuals and small businesses, pooled investment vehicles, and businesses or institutions. Compensation is primarily through a percentage of assets under management and fixed fees. The adviser does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not described as a pension consultant or related adviser.