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William Russell Ramsey

RAMSEY ASSET MANAGEMENT, LLC·MCLEAN, Virginia
Unclaimed Profile
8200 GREENSBORO DRIVE, MCLEAN, VA 22102CRD# 1586837Firm CRD# 136949
01

About

William Russell Ramsey is a registered financial advisor based in MCLEAN, Virginia, affiliated with RAMSEY ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
RAMSEY ASSET MANAGEMENT, LLC
RAMSEY ASSET MANAGEMENT, LLC
AUM
$327M
Regulatory assets under management
Employees
11
Total firm employees
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1586837
Firm CRD# 136949
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Russell Ramsey offer?
William Russell Ramsey specializes in Retirement Planning. Contact their office in MCLEAN, Virginia for a consultation.
What are William Russell Ramsey's credentials?
William Russell Ramsey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Russell Ramsey located?
William Russell Ramsey is based in MCLEAN, Virginia, working with RAMSEY ASSET MANAGEMENT, LLC. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.
How does William Russell Ramsey charge for services?
William Russell Ramsey'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 RAMSEY ASSET MANAGEMENT, LLC?
RAMSEY ASSET MANAGEMENT, LLC has approximately 11 employees and manages $327M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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