|
⚲
|
| Ryan Heritage LLP
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|
|
|---|---|
| CRD # | 317097 |
| SEC # | 801-122617 |
| CIK # | |
| AUM | $25.6 M (2025-03-28) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 201-556-0092 |
| Address | Park 80 West Plaza Two Saddle Brook, NJ 07663 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 17.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 7.6 |
| Total | 5 | 25.6 |
| By Discretionary | ||
| Discretionary | 5 | 25.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 25.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 25.6 | |
| Total | 5 | 25.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ap-Financial LLC
✚
|
CA | 0.0 |
|
Kronos Wealth Management LLC
✚
|
0.0 | |
|
Eastside Financial Advisors LLC
✚
|
0.0 | |
|
Lunin-Pack Planning and Advice LLC
✚
|
NY | 0.0 |
|
Sankota Capital LLC
✚
|
0.0 | |
|
Agdeavor Investments LLC
✚
|
OH | 0.0 |
|
Braypark Wealth Management
✚
|
CA | 0.0 |
|
Mutual of Omaha Investor Services Inc
✚
|
NE | 0.0 |
|
K-WM LLC
✚
|
TX | 0.0 |
|
MCA Cross Border Capital Inc
✚
|
0.0 |