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Ray Ramos Bartolome

FALCON WEALTH PLANNING, INC.·ONTARIO, California
Unclaimed Profile
3400 INLAND EMPIRE BLVD., ONTARIO, CA 91764CRD# 3214117Firm CRD# 174092
01

About

Ray Ramos Bartolome is a registered financial advisor based in ONTARIO, California, affiliated with FALCON WEALTH PLANNING, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FALCON WEALTH PLANNING, INC.
FALCON WEALTH PLANNING, INC.
AUM
$1.0B
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at FALCON WEALTH PLANNING, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION OF OTHER ADVISERS FEES
Regulatory
SEC/IARD CRD# 3214117
Firm CRD# 174092
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ray Ramos Bartolome offer?
Ray Ramos Bartolome specializes in Financial Planning, Investment Management. Contact their office in ONTARIO, California for a consultation.
What are Ray Ramos Bartolome's credentials?
Ray Ramos Bartolome is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ray Ramos Bartolome located?
Ray Ramos Bartolome is based in ONTARIO, California, working with FALCON WEALTH PLANNING, INC.. Their office serves clients in the ONTARIO metropolitan area and surrounding communities.
How does Ray Ramos Bartolome charge for services?
Ray Ramos Bartolome's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisers fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FALCON WEALTH PLANNING, INC.?
FALCON WEALTH PLANNING, INC. has approximately 34 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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James Lee Fisher — CLOVER FINANCIAL & INSURANCE SERVICES, INC.Karyn Michelle Wikoff — CLOVER FINANCIAL & INSURANCE SERVICES, INC.Alejandro Carlos Rodriguez — CROSSMARKET CAPITAL, LLCNat Di Carlo — CROSSMARKET CAPITAL, LLCJames Bradford Hurlbut — CLOVER FINANCIAL & INSURANCE SERVICES, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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