Ram Investment Partners, LLC is a large advisory firm based in Bellevue. It manages $428.53 million of regulatory assets for 1,516 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Arizona, California, Florida, and 4 other states.
Ram Investment Partners provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 499 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ram Investment Partners, LLC is $428.53 million. The firm's AUM has grown by 177% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Ram Investment Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Ram Investment Partners is high net worth individuals with 139 clients and $266.13 million of assets under management. Among the 7 most similar advisory firms, Ram Investment Partners has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $428.53 million for 528 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Ram Investment Partners doesn't advise any private funds.
The company employs 12 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 12 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Ram Investment Partners, LLC performs its advisory services is located at 10655 Ne 4 Th Street, Bellevue, WA 98004, which is also the mailing address of the firm. An additional office of the firm is in Lake Oswego, OR. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 425-467-1011 or by fax 425-455-5076. The normal business hours are 7am - 4pm on Monday - Friday. You can find more information about the New York firm at avieradvisors.com.