MT RYAN, INC.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Cash & Cash Equivalents20%
- US Government Bonds10%
- Investment Grade Corp Bonds10%
Contacts
1 of 1MICHAEL RYAN
PresidentCRD 2220620
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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