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$932.7K Total AUM
$932.7K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Etrade · Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-12-2003
- Office Locations
- 1
Office Locations
-- Harbor Springs MI
About THE Ryan Group Portfolio Design LLC
THE Ryan Group Portfolio Design LLC is a Harbor Springs-based RIA. The firm has been operating for 23 years. Managing $932.7K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Etrade.
Team overview
-- AVG AGE
$932.7K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
11.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
H
HOWARD SHANNON RYAN
Insurance Agent, PRINCIPAL
- CRD
- #4624396
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $932,715 | -- |
| Non-Discretionary | $0 | -- |
| Total | $932,715 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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