Philip
Price

Ramsay Stattman Vela & Price Inc

CRD#1182135
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Philip Price is a chartered financial analyst who works in Colorado Springs, Colorado with 24 years of industry experience. Price is an employee of Ramsay Stattman Vela & Price Inc. They have been an employee of Ramsay Stattman Vela & Price Inc for their entire career. Price maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Colorado and Texas. Ramsay Stattman Vela & Price Inc is a business that has its headquarters in Colorado Springs, CO. The investment advisory business has just five employees. It controls $676 million in assets among its 348 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm advises 16 charitable organizations. Of its 348 client accounts, 56% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees charged by financial advisors typically are based on which service is provided. However, fee types billed by Ramsay Stattman Vela & Price Inc most likely consist of any blend of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

24 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

2 N. Cascade Ave., Suite 810
Colorado Springs, CO 80903

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Ramsay Stattman Vela & Price Inc Brokerage Details

Total Assets Under Management

$676,249,697

CO Average: $2,349,664,866
Total Number of Employees

5

CO Average: 28
Total Number of Accounts

348

CO Average: 1,101
Average Account Size

$1,943,246

CO Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Philip Price Work History

Philip has been registered as a financial advisor for 24 years.*

1995 - Present (29 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 Philip Price 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

John Herdje
Colorado Springs, CO
Mark Michalek
Colorado Springs, CO
Philip Price
Colorado Springs, CO
Frederick Stattman
Colorado Springs, CO
Steven Vela
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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