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Gregory Robert Ryan

SOCRATIC FUND MANAGEMENT, LP·STEAMBOAT SPRINGS, Colorado
Unclaimed Profile
1865 SKI TIME SQUARE DS2C, STEAMBOAT SPRINGS, CO 80487CRD# 4562859Firm CRD# 161255
01

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.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
SOCRATIC FUND MANAGEMENT, LP
SOCRATIC FUND MANAGEMENT, LP
AUM
$43M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SOCRATIC FUND MANAGEMENT, LP →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4562859
Firm CRD# 161255
No disclosures on file
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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Other advisors in STEAMBOAT SPRINGS
Michael David Scheckman — BANGTAIL MANAGEMENT, LPStephen Ricardo Paoli — BANGTAIL MANAGEMENT, LPRobert Scott Schwartz — BANGTAIL MANAGEMENT, LPScott Edward Burg — BANGTAIL MANAGEMENT, LPBradley Willis Craig — BANGTAIL MANAGEMENT, LP
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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