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Ryan Financial Inc.
SEC-regulated
Registered investment advisor
Ryan Financial Inc. is a Registered Investment Adviser located in Denver, Colorado, specializing in investment advisory services for individuals, families, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. The firm was incorporated in February 2000 by Robert Ryan and became registered as an investment adviser in 2015. They offer discretionary and non-discretionary investment management services based on a percentage of assets under management. Investment strategies include Fundamental Analysis, Asset Allocation, Modern Portfolio Theory, and Technical Analysis. Clients have the ability to leave standing instructions for investment preferences. The firm may recommend accounts be maintained at LPL Financial, an independent broker-dealer, for custody and trade execution. Ryan Financial does not charge performance-based fees and has a minimum account size of $500,000. The firm does not vote proxies or handle class action suits for clients. Clients are responsible for these actions. Ryan Financial does not require prepayment exceeding $1200 and has not been subject to a bankruptcy petition. The firm maintains a Code of Ethics to ensure compliance and mitigate conflicts of interest.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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