Anthony Ramirez Inc. is a large advisory firm based in Alhambra. It manages $120 million of regulatory assets for 573 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of California and Texas.
Anthony Ramirez provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Anthony Ramirez Inc. is $120 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Anthony Ramirez Inc. for their services and products based on a percentage of assets under management. 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.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Anthony Ramirez is high net worth individuals with 127 clients and $118 million of assets under management. Among the 11 most similar advisory firms, Anthony Ramirez has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $120 million for 129 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Anthony Ramirez doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Anthony Ramirez Inc. performs its advisory services is located at 1328 Milton Avenue, Alhambra, CA 91803, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 626-755-3613. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at concertiai.com.