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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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 132 clients, or 132 clients per representative. That equates to $360.4K in reported AUM per client.
The profile lists 2 reported office locations and 5 years in operation. The source data was last updated on April 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Advisors ON Call record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SVP, Wealth Manager, Portfolio Analysis
- 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
SMA allocation detail is available
Advisors ON Call has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.