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RYAN FINANCIAL SOLUTIONS, LLC
CRD 312269
8215 SW TUALATIN-SHERWOOD ROAD, SUITE 200, TUALATIN, OR, 97062, United States
Phone
971-203-0600
Fax
(503) 907-6750
Registration
— (—)
Source
State registered
Total AUM
$78.3M
Discretionary AUM
$78.3M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 224 | $46.2M |
| High net worth individuals | 23 | $32.1M |
All web addresses on file
Official SEC filing: View on IAPD