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RYAN HERITAGE, LLP
RYAN HERITAGE, LLP
SADDLE BROOK, New Jersey
·
3 registered advisors
·
CRD# 317097
SEC# 801-122617
1
201-556-0092
01
Firm Overview
AUM
$17M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at RYAN HERITAGE, LLP
3 registered advisors
Andrew (nmn) Dakos
SADDLE BROOK, New Jersey
CRD# 4881082
Phillip Franklin Goldstein
SADDLE BROOK, New Jersey
CRD# 5711842
Stephanie Lynne Darling
SADDLE BROOK, New Jersey
CRD# 6039539
05
Office Locations
SADDLE BROOK, New Jersey
3 advisors
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Data sourced from SEC Form ADV filings. RYAN HERITAGE, LLP (CRD# 317097) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.