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Ronan Michael Patrick Cosgrave

PAAMCO PRISMA, LLC·NEWPORT BEACH, California
Clean recordPAAMCO PRISMA, LLC
660 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660CRD# 6806493Firm CRD# 108989

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ronan Michael Patrick Cosgrave · NEWPORT BEACH, CA
Registration
CRD #6806493 · PAAMCO PRISMA, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ronan Michael Patrick Cosgrave is a registered financial advisor based in NEWPORT BEACH, California, affiliated with PAAMCO PRISMA, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
PAAMCO PRISMA, LLC
PAAMCO PRISMA, LLC
AUM
$9.3B
Regulatory assets under management
Employees
44
Total firm employees
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6806493
Firm CRD# 108989
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05

Frequently Asked Questions

What services does Ronan Michael Patrick Cosgrave offer?
Ronan Michael Patrick Cosgrave specializes in Retirement Planning, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are Ronan Michael Patrick Cosgrave's credentials?
Ronan Michael Patrick Cosgrave is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronan Michael Patrick Cosgrave located?
Ronan Michael Patrick Cosgrave is based in NEWPORT BEACH, California, working with PAAMCO PRISMA, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Ronan Michael Patrick Cosgrave charge for services?
Ronan Michael Patrick Cosgrave's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PAAMCO PRISMA, LLC?
PAAMCO PRISMA, LLC has approximately 44 employees and manages $9.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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