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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-29-2014
- Office Locations
- 1
Office Locations
About Ryzome Investment Advisors
Ryzome Investment Advisors is an Okemos, MI RIA providing individualized financial planning and investment management for clients in wealth-creation and pre-retirement stages. Led by Senior Consultant David Leonard with two full-time IARs, the firm covers budgeting and goal setting through retirement planning, tax optimization, insurance reviews, and estate planning with regular review conversations. Portfolios skew toward ETFs and investment-grade fixed income; custodians include Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Erin Louise Ballor
Chief Compliance Officer
- CRD
- #6656602
- Ownership
- 25% but less than 50%
KEVIN D GUNNS
Investment Advisor Representative
- CRD
- #4453915
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,095,598 | $171,993 |
| Non-Discretionary | $0 | -- |
| Total | $116,095,598 | $171,993 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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