The Ryan Group Portfolio Design LLC
RIAState Registered
Total AUM
$933K
Discretionary
$933K
100% of AUM
Avg account
$187K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 124774
- Website
- www.ryangroupinc.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
The Ryan Group Portfolio Design LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm does not classify itself under a specific category and does not act as a capital allocator. Its fee structure includes a percentage of assets under management and hourly charges, allowing for flexibility in client billing. The firm does not engage in active ESG investing and is not a multi-state adviser or a newly formed adviser.
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 Equities60%
- US Government Bonds30%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Banyan Lake Capital LLC
RIAAUM $930KTEAM 1REPS 1
Omsai Com LLC
RIAChantilly, VA
AUM $930KTEAM 10REPS 1
Ranchwood Capital Management
RIACoppell, TX
AUM $930KTEAM 1REPS 1
Simplevisor
RIAHouston, TX
AUM $928KTEAM 2REPS 3
Richmond Capital
RIAMiami, FL
AUM $927KTEAM 1REPS 1
PRR Wealth Management
RIAAUM $927KTEAM 1REPS 1