RYAN WEALTH MANAGEMENT
Yuba City, California
5.0
2 Reviews
Ryan Wealth Management, based out of Yuba City, CA, is a small investment advisory firm specializing in comprehensive wealth management solutions. With over 490 individual clients and an impressive $327,495,000 in assets under management, they have established a strong presence in the financial industry. Dedicated to serving their clients' best interests, Ryan Wealth Management boasts two offices strategically located to better cater to their diverse clientele. Their expertise lies in managing a significant portion of their assets, approximately 50%, which comes from employer 401Ks or individuals. This experience has given them ...
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Assets Under Mgmt

$327.5M

Investment Professionals

4

Locations

1

% 401K & Individual

46%

% Discretionary

2%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
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