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John Preston Osseward

RAM INVESTMENT PARTNERS, LLC·BELLEVUE, Washington
Unclaimed Profile
10655 NE 4TH STREET, BELLEVUE, WA 98004CRD# 6319061Firm CRD# 161077
01

About

John Preston Osseward is a registered financial advisor based in BELLEVUE, Washington, affiliated with RAM INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
RAM INVESTMENT PARTNERS, LLC
AVIER WEALTH ADVISORS
AUM
$786M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at RAM INVESTMENT PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6319061
Firm CRD# 161077
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Preston Osseward offer?
John Preston Osseward specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BELLEVUE, Washington for a consultation.
What are John Preston Osseward's credentials?
John Preston Osseward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Preston Osseward located?
John Preston Osseward is based in BELLEVUE, Washington, working with RAM INVESTMENT PARTNERS, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does John Preston Osseward charge for services?
John Preston Osseward's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RAM INVESTMENT PARTNERS, LLC?
RAM INVESTMENT PARTNERS, LLC has approximately 18 employees and manages $786M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)SPOKANE (98)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)
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Research
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