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Building 2RAMSEY & ASSOCIATES INC

Map pinSEATTLE, WA
Phone206-324-1950
NotebookSEC #801-56341
Total AUM
$263.4M
Employees
4
Clients
116

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1730 N. NORTHLAKE WAY
SUITE 3301
SEATTLE
WA 98103
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
206-324-1950

ReceiptFinancials

Total AUM
$263.4M
Accounts
345
Discretionary
$65.4M
Accounts
31
Non-Discretionary
$198M
Accounts
314

ContactClients

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Individual Clients
55
AUM
$24.2M
HNW Individual Clients
61
AUM
$239.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVICE ON MATTERS NOT INVOLVING SECURITIES.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHINYTXWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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