Ram Realty Advisors LLC
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Overview
Ram Realty Advisors LLC operates as an advisory firm headquartered in Palm Beach Gardens, Florida. Ram Realty Advisors LLC controls $1.0 billion in assets throughout three customer accounts, making it one of the bigger firms in the country by assets under management (AUM). The company has an average-sized team, including 31 financial advisors. Ram Realty Advisors LLC does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial investments like equities, options and bonds.
Ram Realty Advisors LLC administers all of the company's client assets in a discretionary manner. Discretionary management is a structure in which buy and sell decisions for the client's account are made by an investment advisor without requiring the customer's authorization. The advisory firm supervises roughly $346.7 million for each client account. The typical advisor at Ram Realty Advisors LLC oversees fewer than one client account, placing it among the most personalized advisor firms in the country.
The company's central office is located at 4801 Pga Boulevard, Palm Beach Gardens, Florida 33418. The company is permitted to provide services to clients across a few states, including Florida, North Carolina and Tennessee.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ram Realty Advisors LLC by the Numbers
$1.0 billion
48
3
$346.7 million
Fee Structure
Financial management fees vary depending on the type of services offered. Fees billed by the firm may include any blend of the following fee types: asset-based or performance-based. Ram Realty Advisors LLC does not participate in a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles. Out of its three clients, Ram Realty Advisors LLC's largest client is pooled investment vehicles. None of the firm's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ram Realty Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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