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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Ramiah Investment Group Inc
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|---|---|
| CRD # | 130919 |
| SEC # | 801-67415 |
| CIK # | 0001566307 |
| AUM | $256.4 M (2025-05-01) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 262-784-7205 |
| Address | 675 Nbarker Road, Suite 200 Brookfield, WI 53045 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| DoubleLine Income Solutions Fund | 0.7 | ||
| VICI Properties Inc | 0.5 | ||
| PIMCO Dynamic Income Fund | 0.5 | ||
| BlackRock Multi-Sector Income Trust | 0.5 | ||
| BlackRock Corporate High Yield Fund Inc | 0.5 | ||
| Regions Financial Corp | 0.4 | ||
| BlackRock Core Bond Trust | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 558 | 117.6 |
| (b) Individuals (high net worth individuals) | 61 | 133.4 |
| (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 | 1 | 1.2 |
| (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 | 4 | 4.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,419 | 256.4 |
| By Discretionary | ||
| Discretionary | 924 | 131.5 |
| Non-Discretionary | 495 | 124.9 |
| Total | 1,419 | 256.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 110.1 | |
| United States Persons | 146.3 | |
| Total | 1,419 | 256.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001566307] |
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