Ryan Alm Advisers, LLC
Firm details
- Headquarters
- ,
- CRD number
- 135781
- Registered since
- September 15, 2005
- Website
- www.ryanalm.com
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Portfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Ryan Alm Advisers, LLC is an SEC-registered institutional registered investment adviser organized as an LLC and operating since 2005. The firm focuses on serving institutional clients, providing portfolio management for businesses and institutions, pension consulting services, and producing periodicals or newsletters. It charges fees as a percentage of assets under management and functions as an advisory-only firm rather than a principal capital allocator. The firm is not positioned as an ESG-focused manager and is not described as a multi-state or newly formed adviser.
Assets & Accounts
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
- Investment Grade Corp Bonds73%
- US Government Bonds26%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Martha Monteagudo
Director of Product DevelopmentCRD 1263390
Steven Devito
Head TraderCRD 1448289
Russell Kamp
Managing DirectorCRD 1709269
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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