Ramp Advisory LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
5
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
342371
Registered since
June 22, 2026
Website
ramp.com
Fee structure
Percentage of AUM
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ramp Advisory LLC is organized as a limited liability company and positions itself as an institutional RIA focused on portfolio management for businesses and institutions. The firm registered with the SEC in 2026 and is described as a newly formed adviser. Ownership is indicated as a combination of a domestic entity and an individual. Ramp Advisory charges fees as a percentage of assets under management and reports that it is not an active ESG investor, not a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Daniel Garcia

    Daniel Garcia

    Principal Compliance AdministratorCRD 5847982

  • Karl Yang

    Product ManagementCRD 8339942

  • Dan Rogers

    CRD 8339943

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
28 W 23rd St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth