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| Michael S Ryan Inc
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|
|
|---|---|
| CRD # | 288654 |
| SEC # | 801-110817 |
| CIK # | |
| AUM | $105.1 MM (2023-01-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 518-689-0773 |
| Address | 930 Albany Shaker Road Latham, NY 12110 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 29.2 |
| (b) Individuals (high net worth individuals) | 54 | 75.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 481 | 105.1 |
| By Discretionary | ||
| Discretionary | 481 | 105.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 481 | 105.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 105.1 | |
| Total | 481 | 105.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
GeoVest Advisors Inc
✚
|
NY | 0.1 |
|
Financial Management Inc
✚
|
AR | 0.1 |
|
Beresh Patrick Michael
✚
|
CA | 0.1 |
|
Lexington Avenue Capital Management LLC
✚
|
NY | 0.1 |
|
MJB Asset Management LLC
✚
|
NY | 0.1 |
|
Price Financial Group Wealth Management Inc
✚
|
OR | 0.1 |
|
Crosspoint Financial LLC
✚
|
CA | 0.1 |
|
Yieldx Advisers LLC
✚
|
FL | 0.1 |
|
Vines Capital Management LLC
✚
|
LA | 0.1 |
|
Vigil Wealth Management LLC
✚
|
FL | 0.1 |