Ryan Heritage, LLP

RIASEC Registered

Total AUM

$18.8M

Discretionary

$18.8M

100% of AUM

Avg account

$3.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Saddle Brook, New Jersey
CRD number: 317097
Registered since: November 8, 2021
Custodians: J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Investment Companies52.43%
Other44.24%
Individuals3.33%
Services: Portfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Ryan Heritage, LLP is an individually owned limited liability partnership that operates as an institutional registered investment adviser. The firm is SEC registered (registration year 2021) and bills clients on a percentage-of-AUM basis. Its stated advisory activities include portfolio management for individuals and small businesses as well as for investment companies, while its client base is principally institutional. Ryan Heritage reports an affiliation with another investment adviser and a law firm, and it does not describe itself as a capital allocator or an active ESG investor.