RYAN INVESTMENTS
Firm details
- Headquarters
- BASALT, Colorado
- CRD number
- 115755
- Registered since
- March 14, 2003
- Website
- ryaninvest.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.81%
- Individuals4.44%
- Charitable Organizations1.75%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ryan Investments is a privately owned corporate advisory firm that has been SEC-registered since 2003. The firm bills clients on a percentage-of-AUM basis and focuses its advisory work on portfolio management for individuals and small businesses. Its client base includes high-net-worth individuals and families as well as some institutional relationships. The firm is not flagged as an active ESG investor, does not present itself as a multi-state adviser in the record provided, and is not identified as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities92%
- US Government Bonds4%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Owners & executives
2 of 2MATTHEW OWINGS
Chief Financial OfficerCRD 5632831
CHRISTOPHER RYAN
CEO, Investment AdvisorCRD 1297268
Contacts
2 of 2Nathaniel Kaup
CCOCRD 7540830
William Van Domelen
Portfolio ManagerCRD 7200109
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$189M in ETFs
100%
$188M
<1%
$189K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI EAFE ETF (EFA) | BlackRock | Passive | Foreign Large Blend | $36.3M | 373,704 | 19.25% |
Location
BASALT, CO
EAGLE
Location
BASALT, CO
Headquartered in BASALT, CO, anchoring the Edwards-Glenwood Springs, CO metro in the West.
- Metro area
- Edwards-Glenwood Springs, CO
- Region
- West
- County
- EAGLE
- Address
- 22860 Two Rivers Rd
- Time zone
- MT (UTC-7)
- Office locations
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