The Ryan Group Portfolio Design LLC

RIASEC 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
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, US Government Bonds 30%, Cash & Cash Equivalents 10%60%
  • Exchange Traded Equities60%
  • US Government Bonds30%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • Howard Ryan

    Investment Adviser RepresentativeCRD 4624396

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth