John
Herdje
Ramsay Stattman Vela & Price Inc
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About this Advisor
John Herdje is a chartered financial analyst who works in Colorado Springs, Colorado with a total of 14 years of relevant experience. Herdje is currently employed by Ramsay Stattman Vela & Price Inc. They have been with Ramsay Stattman Vela & Price Inc for their total career. Herdje holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey. Ramsay Stattman Vela & Price Inc is a financial advisory company headquartered in Colorado Springs, CO. The firm has just five people on staff. It handles $676 million in assets under management across its 348 accounts, placing it among the bigger firms in the United States by assets under management. The firm provides services to 16 charities and foundations. Of its 348 client accounts, 56% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Ramsay Stattman Vela & Price Inc offers a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial advice largely are based on which service is offered. However, fee types charged by Ramsay Stattman Vela & Price Inc most likely include any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ramsay Stattman Vela & Price Inc Brokerage Details
$676,249,697
5
348
$1,943,246
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
John Herdje Work History
John has been registered as a financial advisor for 14 years.*
Ramsay, Stattman, Vela & Price, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Herdje to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ramsay Stattman Vela & Price Inc
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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