Ramiah Investment Group, Inc. is a large advisory firm based in Brookfield. It manages $121.65 million of regulatory assets for 918 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Colorado, Florida, and 8 other states.
Ramiah Investment Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ramiah Investment Group, Inc. is $121.65 million. The firm's AUM has grown by 458% since the beginning of its operation, and $94.36 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Ramiah Investment Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of S P Ramiah is individuals with 462 clients and $84.37 million of assets under management. Among the 11 most similar advisory firms, Ramiah Investment Group has the 4th highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $121.65 million for 486 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 49% of the firm’s clients are foreign persons or businesses.
Ramiah Investment Group doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives 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.
S P Ramiah has been acting as President since 1 Mar 2004. Letha Joseph Ramiah joined the executive team most recently as the Chief Compliance Officer;Secretary, Shareholder(Common).
The principal office where Ramiah Investment Group, Inc. performs its advisory services is located at 675 N.Barker Road, Suite #200, Brookfield, WI 53045, 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 262-784-7205 or by fax 262-784-7206. The normal business hours are 8:00 am to 4:30pm on Monday - Friday. You can find more information about the New York firm at brookcapital.com/.