Ram Advisory Serrvices, Inc. (Ormond Beach)

Name: Ram Advisory Serrvices, Inc.
Address: 1275 W. Granada Blvd., Ormond Beach, FL, 32174
Telephone: 386-671-1245

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.

Ram Advisory Serrvices: assets under management

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 firm manages $27.29 million in discretionary accounts and $617.08 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $124.59 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $123.42 thousand.

Fees & Commissions

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.

Careers at Ram Advisory Serrvices, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Dean Holland	Ceo/owner	1 Jul 1997	75% - 100%	2612007
Beth Watts Dominguez	Secretary/treasurer	1 Jun 2005	Other	4089690
Kalon Mark Hoard	President & chief compliance officer	1 Nov 2006	Other	4182008

Based in Ormond Beach

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.