MT RYAN, INC.

RIASEC Registered
Total AUM
$7.2M
Discretionary
$0
0% of AUM
Avg account
$1.4M
Accounts
5
Employees
1
Advisory reps
1

Firm details

Headquarters
SAN CLEMENTE, California
CRD number
168392
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Pension & Profit Sharing Plans100%
Services
Financial PlanningPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

MT Ryan, Inc. is a small, privately owned corporate advisor that serves an institutional client base. The firm combines advisory services with insurance brokerage activity and produces periodicals or newsletters as part of its communications. Its advisory scope includes financial planning and pension consulting. MT Ryan charges clients through a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Cash & Cash Equivalents 20%, US Government Bonds 10%, Investment Grade Corp Bonds 10%60%
  • Exchange Traded Equities60%
  • Cash & Cash Equivalents20%
  • US Government Bonds10%
  • Investment Grade Corp Bonds10%

Contacts

1 of 1
  • MICHAEL RYAN

    PresidentCRD 2220620

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN CLEMENTE, CA

ORANGE

Location

SAN CLEMENTE, CA

Headquartered in SAN CLEMENTE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
3405 Del Presidente
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth