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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-30-2021
- Office Locations
- 2
Office Locations
About Advisors ON Call
Advisors on Call is a California state-registered RIA led by Greg Ramirez, focused on retirement and income planning for individuals (including business owners) in Southern California. The firm delivers tailored strategies across tax and estate planning, asset protection, and risk/insurance planning, including fixed insurance products and annuity-based income solutions to address longevity and market-volatility concerns. Ramirez also hosts a twice-weekly radio show and produces educational content via podcast/book.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
GREGORY AVERY RAMIREZ
Managing Member, Marketing Director
- CRD
- #2883461
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Mickey Mitsuo Payne
--
- CRD
- #2752996
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,570,179 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,570,179 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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