|
⚲
|
| Ratio Wealth Group LLC
✚
| |
|---|---|
| CRD # | 306278 |
| SEC # | 801-117721 |
| CIK # | 0001971024 |
| AUM | $577.2 MM (2024-03-12) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 720-420-4863 |
| Address | 1741 N High Street Denver, CO 80218 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 170 | 81.6 |
| (b) Individuals (high net worth individuals) | 177 | 491.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.5 |
| (h) Charitable organizations | 0 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,030 | 577.2 |
| By Discretionary | ||
| Discretionary | 1,001 | 569.0 |
| Non-Discretionary | 29 | 8.2 |
| Total | 1,030 | 577.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 577.2 | |
| Total | 1,030 | 577.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001971024] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Tilson Financial Group Inc
✚
|
NJ | 0.6 |
|
Breakwater Capital Group
✚
|
NJ | 0.6 |
|
Grant Street Asset Management Inc
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|
PA | 0.6 |
|
Promethos Capital LLC
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|
MA | 0.6 |
|
Sunburst Financial Group LLC
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|
AL | 0.6 |
|
Wealth Management Partners LLC
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|
AZ | 0.6 |
|
Global Financial Group Advisors LLC
✚
|
MI | 0.6 |
|
GF International Investment Management Limited
✚
|
0.6 | |
|
Optimum Quantvest Corporation
✚
|
TX | 0.6 |
|
Parisi Gray Wealth Management LLC
✚
|
NJ | 0.6 |