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 investment adviser organized as an LLC and operating primarily with institutional clients. The firm bills on a percentage-of-assets basis and lists portfolio management for businesses or institutions, pension consulting services, and the publication of periodicals or newsletters among its advisory activities. Its ADV indicates a focus on traditional fixed-income management rather than ESG strategies, and it is not identified as a capital allocator.
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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