F
$31.1M Total AUM
$31.1M Disc. AUM
-- 3Y CAGR
0 Employees
30 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-28-2009
- Office Locations
- 1
Office Locations
-- OLD Bridge NJ
About Frank Ramson, LLC
Frank Ramson, LLC is a OLD Bridge-based RIA. The firm has been operating for 17 years. Managing $31.1M in total assets under management, They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
17.2 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
17yrs Firm Age
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Owner & Executives
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F
FRANK RAMSON
Partner
- CRD
- #4556972
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,141,018 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,141,018 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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