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RYAN HERITAGE, LLP
CRD 317097 · SEC 801-122617
PARK 80 WEST - PLAZA TWO, 250 PEHLE AVE., SUITE 708, SADDLE BROOK, NJ, 07663, United States
Phone
201-556-0092
Fax
201-556-0097
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$18.8M
Discretionary AUM
$18.8M
Team
7 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Partnership
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $9.9M |
Official SEC filing: View on IAPD