Ram Advisory Serrvices, Inc. is a large advisory firm based in Ormond Beach. It manages $27.9 million of regulatory assets for 224 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Colorado, Florida, Georgia, and 4 other states.
Ram Advisory Serrvices provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ram Advisory Serrvices, Inc. is $27.9 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ram Advisory Serrvices, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ram Advisory Serrvices, Inc. is owned by David Dean Holland. Kalon Mark Hoard joined the executive team most recently as the President & Chief Compliance Officer.
The principal office where Ram Advisory Serrvices, Inc. performs its advisory services is located at 1275 W. Granada Blvd., Ormond Beach, FL 32174, which is also the mailing address of the firm. An additional office of the firm is in Williamsburg, MI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 386-671-1245 or by fax 386-671-1345. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.retireeinvestmentadvisers.com.