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| Ramiah Investment Group Inc
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| |
|---|---|
| CRD # | 130919 |
| SEC # | 801-67415 |
| CIK # | 0001566307 |
| AUM | $210.3 MM (2024-01-04) |
| Employees | 5 (80% Investors, 60% Brokers) |
| Phone | 262-784-7205 |
| Address | 675 Nbarker Road, Suite 200 Brookfield, WI 53045 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 572 | 112.3 |
| (b) Individuals (high net worth individuals) | 47 | 92.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 5.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,417 | 210.3 |
| By Discretionary | ||
| Discretionary | 944 | 123.8 |
| Non-Discretionary | 473 | 86.4 |
| Total | 1,417 | 210.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 110.1 | |
| United States Persons | 100.2 | |
| Total | 1,417 | 210.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vital Wealth Management LLC
✚
|
IL | 0.2 |
|
Monumental Financial Group Inc
✚
|
MD | 0.2 |
|
Nomad Fintech Inc
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|
CA | 0.2 |
|
Chronim Investments Inc
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|
TX | 0.2 |
|
Trunorth Financial Services Inc
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|
PA | 0.2 |
|
Law & Associates Inc
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MD | 0.2 |
|
Portsmouth-Smartlife Financial Group LLC
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|
CT | 0.2 |
|
Welch Investment Group LLC
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|
OR | 0.2 |
|
Clarity Asset Management Inc
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|
IA | 0.2 |
|
Jlfranklin Wealth Planning LLC
✚
|
CA | 0.2 |