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RAMSAY STATTMAN VELA & PRICE INC
CRD 105156 · SEC 801-11769
2 N. CASCADE AVE., STE 810, COLORADO SPRINGS, CO, 80903, United States
Phone
719-473-6925
Fax
719-473-8379
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$778.5M
Discretionary AUM
$769.7M
Team
7 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 153 | $46.3M |
| High net worth individuals | 237 | $633.8M |
| Charitable organizations | 14 | $98.5M |
States served
CA, CO, NJ, OR, TX, FL
All web addresses on file
Official SEC filing: View on IAPD