Ratson Advisory LLC

RIASEC RegisteredEst. 2024

Total AUM

$2.4B

Discretionary

0% of AUM

Avg account

$88.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 330091
Registered since: March 22, 2024
Website: www.ratsonadvisory.com
Custodians: THE BANK OF NEW YORK MELLON, CITI PRIVATE BANK
Fee structure: Percentage of AUM, Fixed Fees
Client types: Banking / Thrift Institutions93.6%
Pooled Investment Vehicles6.25%
HNWI0.15%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ratson Advisory LLC is a limited liability company operating as an institutional registered investment adviser (SEC-registered in 2024) that serves institutional clients. The firm reports an owner of individual ownership and charges a mix of percentage-of-AUM and fixed fees. Its advisory services include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses or institutions. The firm reports that it is not an active ESG investor, does not operate as a capital allocator, and is not registered as a multi-state adviser or pension consultant. Reported assets are managed on a non-discretionary basis.