Ryan Investments
Firm details
- Headquarters
- Basalt, Colorado
- CRD number
- 115755
- Registered since
- March 14, 2003
- Website
- ryaninvest.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.81%
- Individuals4.44%
- Charitable Organizations1.75%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ryan Investments is an independent registered investment adviser that has operated since 2003. The firm is organized as a corporation with individual ownership and advises both individual/family and institutional clients. Its core advisory work centers on discretionary portfolio management for individuals and small businesses, and fees are charged as a percentage of assets under management. Ryan Investments does not identify as an ESG-focused manager, does not operate as a multi-state adviser, and does not act as a capital allocator or pension consultant.
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
Asset composition
- Exchange Traded Equities92%
- US Government Bonds4%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Owners & executives
2 of 2
Matthew Owings
Chief Financial OfficerCRD 5632831
Christopher Ryan
CEO, Investment AdvisorCRD 1297268
Contacts
1 of 1
Nathaniel Kaup
CCOCRD 7540830
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$220M in ETFs
100%
$219M
<1%
$659K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI EAFE ETF (EFA) | BlackRock | Passive | Foreign Large Blend | $55.1M | 529,994 | 25.05% |
Location
Basalt, CO
Eagle
Location
Basalt, CO
Headquartered in Basalt, CO, anchoring the Edwards-Glenwood Springs, CO metro in the West.
- Metro area
- Edwards-Glenwood Springs, CO
- Region
- West
- County
- Eagle
- Address
- 22860 Two Rivers Rd
- Time zone
- MT (UTC-7)
- Office locations
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