Unclaimed Profile

Gregory Robert Ryan

SOCRATIC FUND MANAGEMENT, LP·STEAMBOAT SPRINGS, Colorado

Clean recordSOCRATIC FUND MANAGEMENT, LP

1865 SKI TIME SQUARE DS2C, STEAMBOAT SPRINGS, CO 80487CRD# 4562859Firm CRD# 161255

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Robert Ryan · STEAMBOAT SPRINGS, CO

Registration

CRD #4562859 · SOCRATIC FUND MANAGEMENT, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Gregory Robert Ryan is a registered financial advisor based in STEAMBOAT SPRINGS, Colorado, affiliated with SOCRATIC FUND MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SOCRATIC FUND MANAGEMENT, LP

AUM

$43M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SOCRATIC FUND MANAGEMENT, LP →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4562859

Firm CRD# 161255

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gregory Robert Ryan offer?

Gregory Robert Ryan specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in STEAMBOAT SPRINGS, Colorado for a consultation.

What are Gregory Robert Ryan's credentials?

Gregory Robert Ryan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Robert Ryan located?

Gregory Robert Ryan is based in STEAMBOAT SPRINGS, Colorado, working with SOCRATIC FUND MANAGEMENT, LP. Their office serves clients in the STEAMBOAT SPRINGS metropolitan area and surrounding communities.

How does Gregory Robert Ryan charge for services?

Gregory Robert Ryan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOCRATIC FUND MANAGEMENT, LP?

SOCRATIC FUND MANAGEMENT, LP has approximately 3 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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