RAM INVESTMENT PARTNERS, LLC

AVIER WEALTH ADVISORS
BELLEVUE, Washington·6 registered advisors·CRD# 161077
SEC# 801-7330110425-467-1011
01

Firm Overview

AUM
$786M
Regulatory assets under management
Employees
18
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at RAM INVESTMENT PARTNERS, LLC

6 registered advisors
Aaren N Strand
BELLEVUE, Washington
David Keith Welty
BELLEVUE, Washington
John Preston Osseward
BELLEVUE, Washington
Lars Lee Phillips
BELLEVUE, Washington
Luellen Hubbard Lockwood
BELLEVUE, Washington
Nicholas Leo Wright
BELLEVUE, Washington
05

Office Locations

BELLEVUE, Washington
6 advisors

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Data sourced from SEC Form ADV filings. RAM INVESTMENT PARTNERS, LLC (CRD# 161077) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.