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Building 2RYAN FINANCIAL ADVISORS INC

Map pinANDOVER, MA
Phone978-475-1500
NotebookSEC #801-43386
Total AUM
$29M
Employees
1
Clients
41

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
89 MAIN STREET
ANDOVER
MA 01810
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
978-475-1500

ReceiptFinancials

Total AUM
$29M
Accounts
41
Discretionary
$29M
Accounts
41
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
30
AUM
$11M
HNW Individual Clients
11
AUM
$18M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CTFLMANHNJTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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